PA ANALYSIS: A poor Q2 could signal a healthy H2
Q2 GDP figures were abysmally low but ‘base effect’ means that H2 could show signs of improvement.
China
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Chinas local loan woes part of long road to rebalance economy
Chinas local government debt problems can be managed but leaders need to proactively address them.
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China to benefit as inflationary pressures moderate
China is advanced in its cycle of interest rate rises with inflationary pressures set to moderate.
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Henderson closes offshore China Opportunities Fund
Henderson is to close its offshore China opportunities fund as a significant shareholder pulls out.
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PA ANALYSIS: India’s markets hit by economic woes
India’s inflation-hit economy may have knocked its growth story back a step or two.
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South Korea and Taiwan strength a bonus for APac investors
Catherine Yeung argues Taiwan and South Korea strength adds to China’s resilience for APac investors
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PA ANALYSIS: Is Bolton right on China?
Anthony Bolton says China will achieve a soft landing – is the consensus on the issue a warning?
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Bolton: Korean concerns have hit my performance
Anthony Bolton has said he is disppointed over the recent performance of Fidelity China Special Sits
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Indonesian growth benefits from strengthening local demand
Indonesia benefits as a supplier to China and India as well as growing demand from local consumers
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End of QE2 may not be such a seismic event
Lothar Mentel says he is taking risk off the table but is optimistic over the end to QE2.
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Crisis? Which crisis?
After the Great Moderation comes the Great Reckoning, says Cheviot Asset Management’s David Miller.
