Equities

India and China most interesting in region

Volkswagen has finally reached a deal with US authorities regarding the emissions scandal that resulted in the stock collapsing by 34% to a low of €92 in September 2015, and the resignation of the group's CEO.

Investors need to 'hold their nerve'

Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...

Cyclical opportunities

Q1 slowdown

Beleaguered income investors have had to contend with falling profits and dividend cuts so far this year.

Strong fundamentals in Cisco and Microsoft

It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...