Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
China
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EM’s the breaks: Better times ahead for emerging markets
Mirabaud’s Anu Narula and James Johnstone of Redwheel talk about the highs and lows of emerging markets investing
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Might China’s consumers rescue the global economy?
But despite short-term optimism, Vanguard economist Qian Wang is more guarded about the country’s long-term outlook
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2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
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Abrdn China managers positive despite 37% NAV slide
Trust hit hard by the country’s zero-Covid policy and tensions over Taiwan
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Ben Yearsley: China enjoys strong start to 2023 but diversification pays
‘The traditional 60/40 portfolio was dead and buried last year but the outlook now looks far better – it has been resuscitated’
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China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
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Scottish Mortgage managers admit mistakes on China
Co-manager Tom Slater said he was slow to recognise deteriorating relations with the US
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Darius McDermott: Tapping into the biggest risk/reward market of 2023
No-one is suggesting China is anything but volatile but things are starting to get interesting
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Tightly wound Chinese economy poised to spring back into action
But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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What next for China after president Xi consolidates power?
Recent history has shown how successful sectors can be cut down to size at the whim of the government