Trade war remains a risk
For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.
Set up Mobius Capital Partners in March
Improvement in corporate cashflows and industrials
After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.
Washington-Moscow relations fraught
Increasing competition from EM centres