AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
electric vehicles
-
-
‘More erratic than a learner driver’: Tesla misses earnings expectations for fourth consecutive quarter
The 45% profit fall led to a 7.8% share price drop during after-hours trading
-
AllianceBernstein CIO: Tesla’s troubles signal a speedbump for EVs
With demand slowing and competition on the rise, AB’s James Tierney looks at the road ahead for EVs
-
Guinness: The road ahead for electric vehicles
Sales may have slowed, but EVs are still penetrating the motor market, writes Jonathan Waghorn and Will Riley
-
Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
-
A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
-
J Stern’s Rossbach: Why growth investors shouldn’t fear higher interest rates
The manager of the top-quartile World Stars Global Equity strategy discusses the current ‘goldilocks environment’ for quality growth stocks
-
Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
-
EdenTree CIO Thomas: Finding opportunities amid the ‘green revolution’
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop
-
Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
