Strife ahead of Chinese New Year
Chinese internet companies seen stellar earnings expansion
Amid Brexit concerns
Seeing increasing dispersion
Asian tech sector has structural advantages
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
Baillie Gifford's Slater: Being a long-term investor is a difficult thing to be in this most impatient of industries
Opportunities in unlisted companies
Focus on 2018
Funds with one holding taking up large chunks of the portfolio
Boosted by Chinese tech stocks
Emphasis remains on growth companies
Concerns about oil, currency and politics
Key to maintaining a balanced approach
China funds did well
Tencent topples Apple, petro-yuans & Bitcoin crashes: Saxo Bank's ten Outrageous Predictions for 2018
Gallery of contrarian forecasts
Dominance by Chinese tech firms
2016 saw $366bn in online sales in China
The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...
About one-sixth of the Chinese population - roughly 230 million people - were born post-1990, and this group's consumer power has vastly expanded in recent years, with many even becoming the household decision maker.
Targeting a younger demographic