Annual Mansion House speech
Many countries did not reflate alongside China
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.