Will the Year of the Dragon reignite investors’ interest in China?
China has lost $7trn of market capitalisation over the past three years
China
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Baillie Gifford forms dedicated Chinese equities team
Mike Gush and Roddy Snell will relinquish their roles on Baillie Gifford’s China specific funds
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Chinese property sector woes continue to weigh on fund performance in January
While IA North America and Tech continued to top monthly returns
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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Abrdn confirms 500 redundancies in cost-cutting ‘transformation plan’ amid £12.4bn outflows
£150m of costs will be cut across the business over two years
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
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Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
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Portfolio insights: Video interview with Dale Nicholls
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
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Big trouble in China
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
