European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
China
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India poised to replace China as core emerging market allocation
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
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Fidelity China trust cuts fees after solid year
Performance was boosted by ‘robust’ stock picking in the consumer space
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Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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AllianzGI hires China equity head from Goldman Sachs AM
Shao Ping Guan will replace Anthony Wong as manager of Allianz’s China A strategies
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Guinness GI launches China RMB income fund
EPIC Investment Partners will manage the portfolio day-to-day
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
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Is China back with a bang?
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?