fund manager views

Electronic payment evolving

Indian bond markets continued their post-budget rally as the promise to stick to the fiscal roadmap, as well as the RBI's policy on inflation, has seen a complete turnaround in market sentiment.

The UK equity market seems to have taken the view that the biggest losers from a Brexit would primarily be those stocks and sectors that have the highest proportion of domestic earnings, writes Miton's Eric Moore.

GDP growth in China for Q1 2016 hit a record low of 6.7% following a 21 consecutive quarterly downward trend. However, there are other economic indicators that may suggest the macroeconomy is showing signs of stabilisation, writes Miller Guo, CEO of GF...

Last year a mini-tornado blew through energy markets as oil prices tumbled. This swept up many firms at the heart of the US fracking boom that had grown through high yield debt. The wider high yield market took a fair bit of collateral damage.

Before the credit boom, professional investors routinely allocated 10% or more of their portfolios to small-cap stocks, writes Andrew Morgan, portfolio manager at Walker Crips.

Wild ride for US stocks

Easy to become 'despondent' over Japan

The European Central Bank recently announced a further set of measures intended ultimately to increase the rate of inflation, which includes the corporate sector purchase programme (CSPP), a plan to buy euro-denominated corporate bonds that will be launched...

SVM's Lawson shares views