Will China’s debt bubble quash rebalancing hopes?
You may see some scary sights this Halloween night, but none as terrifying as these global economic statistics.
‘Expectations for the UK are getting ahead of themselves’
FTSE 100 earnings may grow by as little as mid-single digits next year, but inexpensive P/E ratios mean buying on the dips still makes sense, according to Old Mutual Global Investors' Richard Buxton.
Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.