The yuan devaluation is reform-driven rather than export-related, says Henderson’s Charlie Awdry, and could lead to lower Chinese interest rates and backtracking on financial reforms.
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
Three top multi-managers reveal how they reacted to the stock market sell-off.
In the current environment, anticipating which way markets will turn next is nigh impossible – so how are the industry heavyweights planning their next move?
Ed Smith, asset allocation strategist at Rathbones, examines why China’s 0.25% interest rate cut will not work.
Current market bearishness provides investment opportunities in China, says Fidelity’s Catherine Yeung.
