deutsche China ETF 2013 net outflows
Deutsche Bank was the only leading European ETF provider to see net outflows in 2013 so has high hopes on its new physically-backed China ETF.
China
-
-
on the cusp of cyclical growth Ashburton
The net effect of growth in the US and Europe and a structural slowdown in China is that global economic growth should accelerate in 2014.
-
Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
-
survive china credit crunch
China’s debt has has alomost trebled in the past five years, to $23trn, leading to a dangerous financial burden that could bring about its very own credit crunch.
-
Reforms unambiguously positive for China
There is no other country on the planet better than China to implement deep, broad, and long-term structural reforms, writes Jan Dehn, head of research at emerging markets manager Ashmore.
-
China reform hints at role for markets
For all the talk of a global information age, obtaining clear facts about Chinese state policy is akin to using Google on a stone stele from the Tang dynasty.
-
five new stock opportunities China new economy
As China slowly moves its main source of economic growth from exports to domestic consumption there are twin universes appearing of state-dominated sectors such as energy, telecom, and banking alongside more nimble service and consumer sectors.
-
china credit bubble key risk global recovery
Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
-
China investors set to profit from mega reform
China is days away from massive financial reform with stocks linked to areas receiving government support set to boom in 2014, according to Mirabaud’s emerging markets head Daniel Tubbs.
-
Tulloch and Lau Asia can capitalise on weaknesses
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
-
China growth
China’s growth accelerated to 7.8% year-on-year, reversing the slowdown seen during the first half of 2013.
-
Why tracking EMs is like nailing jelly to a wall
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
