There are 21 item(s) tagged with the keyword "China".
Displaying: 11 - 20 of 21
The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.
Emerging Markets (EM) debt had a torrid 2018 as global macro risks (including general geopolitics and trade wars), softer EM growth and idiosyncratic stories (Argentina, Turkey), all repriced relatively expensive valuations at the beginning of the year. Are the new prices a better reflection of fundamentals? This will largely depend on the evolution of 5 key topics.
With US President Donald Trump accusing China of manipulating its exchange rate to gain the upper hand on trade, we consider the likelihood of an all-out currency war between the rival superpowers.
When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily reliant on China. In fact, we believe the country’s dependence on China as a trading partner and as a major influence on commodity prices naturally makes China its greatest vulnerability.
Portfolio Manager Pek Ng, Research Analyst Ian Samson, and James Bateman, Chief Investment Officer, explain their positioning and the need to be more active on equities.
Simon Edelsten, manager of the Artemis Global Select Fund, explains how US tariffs on imports from China may affect global markets – and present opportunities.
Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products.
Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief.
After fifteen months of equity markets grinding steadily higher, volatility returned abruptly at the beginning of February.
China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer great opportunities for income seekers.
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Displaying: 11 - 20 of 21