Global equities soared over the second quarter. Although the gains were broad-based around the world, emerging markets, and in particular Asia, outperformed developed markets as investors realised that their fundamentals remained strong throughout the...
The rally in industrial metal prices could stall in coming months as demand from China dwindles, Standard Life Investments warns.
Merrill Lynch strategist Bill O'Neill remains positive on the outlook for China, but believes other emerging markets offer better value than the remaining BRIC countries.
For quite some time, India has languished as the poor relation to China in the minds of UK investors.
Despite equalling the record for the number of successive days of gains on UK and US equity markets, it is worth noting that neither has made much ground since the turn of the year.
In difficult market conditions, many investors turn to gold as psychologically it is perceived as ‘safe'.
What started as a valuation-driven rebound following the excessive de-rating of Asian equities in late 2008 has generated additional momentum on the back of more compelling evidence of an economic turnaround.
Manager's wealth of EM experience has put £104m Jupiter China ahead of its peers
Commodities investors should be wary of a sharp price fall on a sudden drop in demand from China, Capital Economics warns.
Invesco Perpetual's Samantha Ho is ready to take profits on holdings in her Hong Kong & China fund in the coming months, expecting the region to see some short-term volatility.