Emerging Markets
Global
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...
29 January 2016
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11 min read
Emerging markets
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
29 January 2016
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2 min read
Global
With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
25 January 2016
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3 min read
Commodities
A global price war in crude oil saw the price per barrel drop below $28 this month, as a supply glut and weak global growth continue to hammer the commodities sector as a whole.
25 January 2016
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7 min read
Emerging markets
The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.
22 January 2016
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2 min read
