China
Asia
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.
28 October 2016
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3 min read
Asia
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
28 October 2016
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5 min read
UK
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
24 October 2016
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3 min read
Emerging markets
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.
21 October 2016
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2 min read
Asia
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.
06 October 2016
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2 min read
Emerging markets
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.
06 October 2016
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3 min read
