As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
The case for emerging market (EM) small caps on a long-term basis is compelling.
The Chinese consumer has traditionally been viewed as an aspirational buyer of western luxury brands. But as China’s middle class matures it is also becoming more discerning, which increasingly favours local brands who know the local market and match...
Familiarity matters at times of volatility, manager argues
Move to avoid currencies at risk of underperforming
Will invest in onshore and offshore stocks