Equity markets
Asia
Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.
04 December 2015
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Europe
Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.
26 November 2015
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2 min read
Global
Oil companies and miners have bounced because they fell so far, so fast
25 November 2015
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2 min read
US
I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?
23 November 2015
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UK
Investment Week is due to publish a book, Intelligent Investors, to celebrate its first 20 years shortly.
16 November 2015
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Emerging markets
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
16 November 2015
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3 min read
Asia
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.
13 November 2015
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4 min read
