A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data
Alibaba’s IPO on the NYSE last week was the largest ever debut listing on the bourse, and its $68 a share price quickly soared a peak of $93.89 on the first day’s trading.
The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?
In a year when attention shifted back towards emerging markets it was India that led the way.
Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.
Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.
Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.
Apollo Multi Asset Management has spent recent months moving into two areas of the market that have been relatively unloved by investors of late - Japan and emerging markets.
Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.
Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.
Some investors believe Japan’s prime minsiter Shinzo Abe will move away from his economic plans to a more nationalist agenda.
The surge in the Japanese stockmarket during 2013 has given way to disappointment in the opening months of 2014 as investors grow cautious on the promises made by ‘Abenomics’.
China has posted better-than-expected growth figures for the opening quarter of 2014, leading some to question whether fears of hard landing in the world’s second largest economy have been overdone.
Japanese equities have had a tough start to 2014 as investors worry that its government will fail to make good on its pledge to kickstart growth in the world’s third largest economy.
Investors are starting to express concern over the slow pace of progress in Japan’s structural reforms, leaving fund managers split over the opportunities in the world’s third largest economy.
Fund managers are sticking by Japan despite a weak start to 2014 and the market correction at the start of February.