Latest research from QuotedData
Quick-fire interview with Columbia Threadneedle CIO Burgess: Geo-political risk a 'big feature' for investors
Mark Burgess, CIO of Columbia Threadneedle, talks to Katrina Lloyd about the potential stagflationary impact of a Trump presidency and uncertainties for the UK outlook following the Brexit vote.
Financial regulators in Beijing and Hong Kong announced the launch of the Shenzhen-Hong Kong Stock Exchange Connect, slated for December, giving foreign investors access to the world's eighth largest exchange and more importantly China's high growth equity...
'Shock Trump victory would lead to discounts widening'
Shenzhen-HK Connect to be beneficial
Listed on Hong Kong Stock Exchange
Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
State-owned sector an issue
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Asia markets rise
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Five years of downgrades
Especially with China remaining uncertain
Sold exposure following Brexit
Upgraded UK and European forecasts
China vehicles top but property funds hit
Highlights India and Indonesia
Three times above danger level
Report by Copley Fund Research
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.