China
13 May 2013
Gary Reynolds, chief investment officer of wealth manager Courtiers, talks to Annabelle Williams about infrastructure, shorting gold and the prospects for the Indian stock market.
13 May 2013
Just over 20 years ago, the world’s borders began to open up.
13 May 2013
Christine Johnson, manager of the Old Mutual Corporate Bond and Monthly Income funds, gives some examples of names which are helping meet client demands in a difficult fixed income environment.
13 May 2013
Scilla Huang Sun, manager of the JB Luxury Brands fund, explains why emerging market consumption remains a key driver for the luxury goods market in 2013.
13 May 2013
Have you come across many financial assets that strike you as cheap...as in “must fill my boots with that stuff because the price is a bit bonkers”?
03 May 2013
The stock markets do enjoy a bit of money printing. The news of aggressive monetary policies from Japan has boosted Japanese share prices dramatically in recent months.
03 May 2013
Annabelle Williams looks at the Asian stocks offering the greatest potential for dividend growth as yield in Western markets becomes increasingly scarce.
29 April 2013
Xavier Chollet, senior investment manager of the Pictet-Clean Energy fund, takes a closer look at how the superpower is trying to curb its soaring pollution levels.
29 April 2013
Financial markets love to throw us a curve ball – just when you thought it was safe to start worrying about inflation in the future, up pops the evil deflationary gremlin of yesteryear.
23 April 2013
A leading emerging markets specialist has said China remains a compelling investment proposition, despite the slowing growth in the region.
16 April 2013
The long-term “irreversible” trends I’ve discussed in detail in my upcoming book, $10,000 Gold, continue to develop.
15 April 2013
Weaker than expected economic data from China has caused a sell-off in risk assets, especially commodities.
15 April 2013
Economic growth in China slowed unexpectedly in the first quarter of the year, sparking concerns about the strength of the country's recovery.
12 April 2013
Andreas Zoellinger, manager of the BlackRock Continental European Income fund, takes a closer look at prospects for the sector.
12 April 2013
Yerlan Syzdykov, senior portfolio manager, emerging markets at Pioneer Investments, analyses the flows into emerging market debt in recent months and the impact of currency wars on the asset class.
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Features
Japan has been stuck in deflation for much of the past 20 years. But with a new prime minister, the Bank of Japan’s quantitative easing plans, and a buoyant Topix, there are signs the country is turning a corner. So how can your clients get a piece of the action?
Christine Johnson, manager of the Old Mutual Corporate Bond and Monthly Income funds, gives some examples of names which are helping meet client demands in a difficult fixed income environment.
Video
Investment Week was delighted to announce our Japan Breakfast Briefing on 20th March 2013 at The Cumberland hotel in central London.
Bull/Bear
Falling commodity prices, especially oil, are proving positive for India in a variety of ways. Not only is India a major oil importer but the cost of oil for the consumer is heavily subsidised by the government.
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