‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
Macroeconomics
-
-
To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
-
Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
-
Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
-
Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
-
Chikara’s Mehra and Draycott: India’s housing market returns to solid foundations
Why we are less than halfway through a decadal upturn for Indian residential property
-
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
-
Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
-
Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
-
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
-
Newton CIO Mitesh Sheth MBE: Why ‘the new regime’ makes inclusivity more urgent than ever
Sheth MBE explains why he ‘runs portfolios of people, not money’
-
Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry