Trouble ahead for the Chinese consumer – Fidelity
There is trouble lurking for consumer-facing businesses in China, says Fidelity’s Nick Price, and investors must be diligent in this difficult environment.
Emerging Markets
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Five market plays following the summer sell-off
Hargreaves Lansdown’s Laith Khalaf and Axa Wealth’s Adrian Lowcock on which markets to invest in and how to access them.
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Five post-crash bets for the road ahead
Industry experts come together and select their best investment calls for the post-crash environment.
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PA ANALYSIS: Frightful markets see investors run for the hills
Investors are skittish. With the radioactive glow of the global financial crisis still seared into the market’s collective memory it doesn’t take much to get them running for the hills.
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Investments for the brave as the BRICs break up
Investing in the BRIC concept may seem outdated, while China’s stock market woes have caused concern, but there’s still plenty of reasons to be optimistic about emerging markets.
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EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
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PA ANALYSIS: For EMs, when does loathing turn to opportunity?
Barring commodities, it is hard to think of a more hated asset class than emerging markets right now, especially after the events in China over the past few days.
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EM high yield beginning to look interesting – Harwood
Investors riding market volatility on their cash piles can find high yield opportunities in the emerging market income space, says Harwood Capital’s Richard Philbin.
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PA ANALYSIS: China creating big trouble for emerging markets
The issue of the value of China’s currency versus other major currencies, particularly the US dollar, has been rumbling on for many years now.
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Aberdeen shares slump on outflows
Shares in Aberdeen Asset Management fell 6.6% in early trade after reporting a 7% drop in assets under management and £9.9bn in net outflows in the quarter to end June 2015.
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Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.
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PA ANALYSIS: Mobius move a sign of the growth and value gap
With Mark Mobius stepping back from the helm of Templeton Emerging Markets after 26 years, you can’t help but feel that his conviction in the ‘Big Cs’ – commodities and consumers – has of late dented his standing.
