In the current environment, investors are advised to take a more active approach in sector and company selection within China.
Investors should examine any negative news flow carefully, deriving any possible fundamental impact before making investment decisions for their portfolio.
The Fed all but outright confirming a shift away from their next move being a rate cut is a helpful move for Asia and emerging markets.
As trade friction continues and domestic leverage remains at a high level, there are looming challenges to China's growth and corporate earnings outlook.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.
Risks of Chinese retaliation against US compaines doing business in China. A full-blown trade war and military conflict are far from inevitable.
Environmental, Social and Governance (ESG) in Emerging Markets
Monica Issar discusses the challenges these investors face and the investment opportunities they seek