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Is India the jewel in the emerging market crown?

17 March 2015 | By Philip Scott

GDP expansion forecast to hit up to 8.5 per cent over the next 12 months and thereafter move into double-digit territory. 

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Is the Chinese 'supertanker' getting that sinking feeling?

5 March 2015 | By Michael Berry

For the past year commentators have been opining on how dramatic the slowdown in the nation’s growth will be, but does it matter?

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Asset Allocation: Liontrust's Husselbee aims for Europe and the Far East

20 February 2015 | By Philip Scott

For Liontrust’s head of multi-asset, John Husselbee, the disparity of monetary policy across the globe is firmly dictating where he is placing his bets.

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Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

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.

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Japan's corporates buck the trend

23 October 2014 | By Pamela Morris

Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data

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Can Alibaba sustain its magic carpet ride?

26 September 2014

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.

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Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

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?

oil

Who are the winners and losers from the oil price slide?

2 February 2015 | By Adam Lewis

Described as a game changer for global markets, the dramatic fall in the price of oil is creating a distinct group of winners and losers. 

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Can India maintain status as the number one emerging market?

9 January 2015 | By Adam Lewis

In a year when attention shifted back towards emerging markets it was India that led the way.

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Is Japanese debt a ticking time bomb?

22 December 2014 | By Michael Berry

Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.

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Henderson's HINT manager boosts Asia Pacific exposure

15 August 2014 | By Pamela Morris

Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.

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Which funds topped Bestinvest’s Spot the Dog list?

19 July 2014 | By Gary Jackson

Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.

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Why Apollo is shooting for unloved Japan and emerging markets

14 July 2014 | By Gary Jackson

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.

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Extra Isa allowance: Three funds to add to portfolios?

25 June 2014 | By Gary Jackson

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.

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Psigma: Our portfolios might look boring, but they're not

9 June 2014 | By Gary Jackson

Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.

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Are Abe's nationalist politics the real risk to Japan?

29 April 2014 | By Pamela Morris

Some investors believe Japan’s prime minsiter Shinzo Abe will move away from his economic plans to a more nationalist agenda.

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How are global managers positioning towards Japan?

23 April 2014 | By Gary Jackson

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’.

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Time to despair about China? Hard landing fears could be overblown

16 April 2014 | By Gary Jackson

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.

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The funds avoiding the worst of Japan’s 2014 sell-off

14 April 2014 | By Gary Jackson

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.


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