Could we experience a trade war at the same time as a recession?
President Donald Trump's trade policies could backfire and instead spur China's drive toward technological self-sufficiency, writes Cazenove Capital's Janet Mui.
Concern over central bank actions
US large cap ETFs see outflows
'The biggest threat to global markets'
How disruptive technologies are booming in Asia and Africa
Report by Janus Henderson Investors
China impacted in particular
Investment spending has picked up
Should investors consider EM corporate issuers for sustainable and responsible investment strategies?
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Annual Mansion House speech
Many countries did not reflate alongside China
'Dispute may trigger severe market turmoil': Shares tumble as China promises retaliation on Trump's $200bn tariffs threats
White House to identify Chinese goods on which to impose 10% import tariffs
Expectant of emerging market contagion
Canaccord upgrades recommendation to 'buy'
Among the headlines about the global markets, you cannot fail to notice the supposed Doomsday scenarios being painted for the world's equity and bond markets.
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Comment by Janet Mui
China becoming a 'normal stockmarket'
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Global equities have delivered ample volatility, but very little return for investors so far this year.
Moscow's relation with Beijing in focus
Added to indices today
Last Friday saw a number of China's A-shares included in MSCI's global and regional indices for the first time, writes Martin Gilbert, co-chief executive of Aberdeen Standard Investments.