Managed by Ian Smith and Paul Birchenough
We believe the move of US dollar/Chinese renminbi above seven during early August is symbolic, and the country has explained it is in response to the US-imposed tariffs on Chinese goods.
Does it equate to superior performance?
Andrew Ness joins from Martin Currie
Many countries did not reflate alongside China
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.