China

Equities

HSBC GAM equities CIO: Value rally could run for two to three years

North Asia presents the most attractive opportunities

16 February 2017 • 2 min read

Currencies

Will wealth managers be caught out by currency markets in 2017?

Sterling rebound

15 February 2017 • 4 min read

Asia

Barings' Lee: The inflection point that will see China 'bounce back' in 2017

Creates 'favourable tailwinds' for Asia

08 February 2017 • 2 min read

Markets

MSCI: Asian markets outperform 'expensive' US equities in January

UK worst performing region year-to-date

07 February 2017 • 1 min read

Emerging markets

Lazard's Donald: The headwinds and tailwinds for EMs in 2017

What will be Trump impact?

02 February 2017 • 5 min read

Asia

Prusik CIO: Asian frontiers offer 'classic' opportunities

Invest in regions which are uncorrelated to the political uncertainty

01 February 2017 • 2 min read

Economics

Schroders' Wade: I'm much more concerned about inflation under Trump

China the only deflationary force

31 January 2017 • 3 min read

Asia

China: Are there reasons to be optimistic despite debt burden and Trump threat?

Year of the rooster

26 January 2017 • 4 min read

Investment Trusts

Scottish Mortgage's Anderson 'perturbed' by political climate and lack of support for next Amazon or Baidu

Baillie Gifford's James Anderson, co-manager of the £4.5bn Scottish Mortgage investment trust, has expressed his concern about recent rhetoric used by the UK and US governments, and warned of the impact of their policies on developing the next generation...

25 January 2017 • 3 min read

Global

Redwood: The trade deficits that matter more than ever in Trump age

There are many imbalances around the world, but there are two colossal surpluses and two large deficits which stand out, writes John Redwood, Charles Stanley's chief global strategist.

25 January 2017 • 3 min read