MandGs Vaight underweights key EMs
Coca Cola became too big, and many opportunities in key emerging markets are now too expensive, according to value-driven Matthew Vaight, manager of M&G's Global Emerging Markets Fund.
GDP
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Mixed fortunes for BRIC GDP
Weaker consumption and sluggish manufacturing pulled GDP growth in China back during the first quarter of 2013, from 7.9% in Q4 2012 to 7.7%.
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Follow the trends when investing in Asia
Consumer trends and not GDP growth should be the key consideration for investors looking to take advantage of opportunities in China, suggest specialist investment firm Matthews Asia.
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fiscal drag could wipe out us gdp growth
As the US tax cuts delayed from 1 January kick in, Russ Koesterich looks at the effect on US GDP growth as well as its equity markets and what it all means for investors.
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Pound falls following BofE announcement
A less than rosy economic forecast by the Bank of England caused the pound to fall to a six-month low against the dollar and to one of its lowest levels against the euro for 15 months on Wednesday.
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q4 gdp figs triple dip or simply a blip
The UK’s negative Q4 GDP results received a mixed response from asset management firms today, with some calling a triple-dip recession later this year while others said such interpretations were misleading.
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uk financial services trump competitors in gdp
UK financial services contribute a higher proportion to national GDP than foreign counterparts do to their country’s economic output, according to a report published today.
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uk facing its own fiscal cliff warns ignis thomson
The UK will be standing on the edge of its own fiscal cliff next year if the Government stands by its austerity measures, Ignis Asset Management's Stuart Thomson has warned.
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uk out of recession
The UK economy expanded by a better-than-expected 1% during the third quarter of the year, according to preliminary figures.
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gdp accepted but imperfect economic measure
A country's gross domestic product is the accepted measure of its economic strength but John Husselbee argues this is too narrow a focus and should be broadened.
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uk creeping towards boe 2 inflation target
Neil Williams looks at the impact of all the various QE measures on UK GDP and inflation and hints at the Bank of England Governor leaving office at the end of the year with inflation finally back at its 2% target.
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uk inflation and growth forecasts both fall
In a great day for TLAs, CPI, RPI and the IMF’s forecast for UK GDP have all dropped dramatically.
