investing in brazil is a good way to play china
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
Caroline Maurer assesses the structural changes needed for China to resume its medium-term growth plan while adding that once Europe and the US start to stabilise their true lack of impact on China wil be seen.
Anthony Bolton called markets over the past few months the most “brutal” he could remember, as he sought to justify a 29% fall in the NAV of his investment trust in the first half of the year.
The US has once again criticised everyone else, particularly Asian countries, for not doing enough to stimulate global economic growth.
Since August last year, when the Chinese government allowed qualified financial institutions to repatriate offshore RMB into the domestic market, the Dim Sum bond market has exploded.
Even the most export-driven country is being force to take a more domestic-led approach to its economic affairs.
James Millard looks ahead at a re-rating for China equities as another positive sign for emerging Asian investing.
China is the dominant global economy and an ever-expanding market place to do business, but how many have considered the impact of a continued slowdown in both?
Out on the ground in Hong Kong, Portfolio Adviser asked two China-focused economists if the country was headed for a hard or soft landing?
Schroders’ head of Asian equities warns Europe against looking to China for any direct financial help out of its debt crisis.
Martin Currie has signed a joint venture agreement with APS Asset Management to do business in China.
UK investors too will benefit hugely from China spending ten-times more in Germany than the UK.