Barclays Capital's Luca Ricci and Amrita Sen believe investors who think the current short-term rise in inflation is temporary should think again…
China is cutting import tariffs and easing restrictions in an attempt to re-balance its trade policy, says US Treasury Secretary Timothy Geithner.
Jason Pidcock and Caroline Keen of the Newton Asia-Pacific equities team say the trend for dividend-paying Asian companies is continuing to evolve.
China/Greater China only became a separate IMA fund sector at the start of this year, recognising the growing number of vehicles focusing on this part of the world.
J.P. Morgan and Fidelity are planning to gain trust company licences in China, along with many overseas firms seeking to profit from the light regulatory environment in which the vehicles operate.
Guy de Blonay has turned over 20% of the £900m Jupiter Financial Opportunities fund, selling out of major Chinese banks and buying into US financials.
Last year, many commentators and investors worried about deflation. They were looking the wrong way.