Equities

We believe the economy is recovering, albeit at a pace that is below trend relative to prior recoveries.

As a country, Japan's rocky ride through the global downturn has led some commentators to question the country's future, while the long-term returns from the market have been variously disappointing or unimpressive for nearly two decades.

Is now the time to stop buying emerging market and commodity funds and to start taking profits? Why adopt this strategy in the face of a considerable argument in favour of these sectors?

China's approval of a ground breaking $586bn stimulus package was a clear sign of the country's avowed commitment to build a ‘harmonious society' that balances the need to maintain economic growth while protecting the environment and society

The sharp rally in European equity markets appears to have run ahead of the fragile economic recovery but there still seems to be scope for further setbacks.

The global markets, Asian in particular, were unsettled by the recent developments in Chinese monetary policies.

This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following

Keynes' advocacy of fiscal stimulus to revive an economy from recession is well documented. For obvious reasons it has also been fiercely debated over the past two years, so it is somewhat ironic communist China could stake a claim to being the most Keynesian...

In Chinese culture, the tiger's vivid stripes symbolise the balanced forces of yin and yang. It is perhaps appropriate the Government, while continuing to provide support for the consumer, has chosen this year to take steps to avoid the imbalances that...

Gartmore China Opportunities fund manager Charlie Awdry has increased exposure to exporters despite Beijing's tightening economic policy.