2012 expert guide to ex uk investment
Anthony Bolton’s views on China are among those we have assembled to give an outlook on the investment opportunities outside the UK.
China
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neptune soft launches its latest max alpha fund
Neptune is to soft launch the latest proposition within its Max Alpha range investing in Chinese securities.
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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.
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european and us instability are passing china by
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.
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brutal markets hurt boltons nav
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.
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more friendly fire from us at asia pacific
The US has once again criticised everyone else, particularly Asian countries, for not doing enough to stimulate global economic growth.
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pa analysis do rmb fund launches show Chinas open
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.
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home grown focus is not protectionism
Even the most export-driven country is being force to take a more domestic-led approach to its economic affairs.
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re rating will make china equities more attractive
James Millard looks ahead at a re-rating for China equities as another positive sign for emerging Asian investing.
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pa analysis: china bears might just be right
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?
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the bull and the bear battle over china
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?
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Europe cannot rely on China for a bailout
Schroders’ head of Asian equities warns Europe against looking to China for any direct financial help out of its debt crisis.