Pidcock, Mobius, Rock: How concerned should investors be about China contagion?

Long term implications of shaky start to 2016

As Chinese stocks tumbled at the start of 2016, there have been reverberations across global stockmarkets with many falling into bear territory. But how concerned should investors be about the longer-term implications?

Jason Pidcock, manager, Jupiter Asian Income Headwinds for global growth In the short term, there is a high risk that contagion from China and elsewhere continues to pull Asian markets lower. Indeed, I think global equity markets continue lower - this could last for a few weeks and be a meaningful move. By the end of February, global markets in dollar terms could be 20% lower year to date. Global markets peaked in dollar terms in May of last year. Asia ex Japan and emerging markets have seen sharper falls since then than many developed markets - led lower by China's sharp falls last ...