Search Result(s)

He said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.

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.

Foreign investors hold surprisingly few Chinese equities given the fact that it is the second biggest stock market and third biggest bond market globally. Read on to find out why the perceived realities are often far from the truth.

Fear can be paralysing, and this may go some way to explain the reluctance of European investors when it comes to Chinese and Asian equities and bonds.

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.