Emerging market weakness has been so pervasive that many are now extremely sensitive to any marginal positive change, says City Financial's Mark Harris.
A weak yen has raised input prices, which could squeeze company profits, says Michael Lindsell
The reason for the Federal Reserve's caution on rates could be closer to home: US unemployment is simply higher than headlines suggest.
UK dividend growth is set to slow in 2016, despite a record Q3 for payouts this year, as the commodity sector faces further cuts, according to the latest Capita Dividend Monitor.
Transitioning to consumer-led economy
Encouraging bond issuance in the sector
Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity
Malaysia's stockmarket has been the worst Asian performer year to date, yet earnings per share for listed companies are at the highest level since at least 2006, says Aberdeen's Gerald Ambrose
Negative investment performance wiped out $4bn