Emerging Markets
China one year on: Renminbi to keep falling
One year on from China’s surprise currency devaluation, there is still room for a further gradual depreciation of the renminbi against the US dollar, said Jade Fu, investment manager at Heartwood Investment Management.
China approves Shenzhen-Hong Kong Stock Connect
China’s regulators have formally approved the Shenzhen-Hong Kong Stock Connect, which was expected to launch last year.
Emerging Markets | 15 Aug 16
Emerging market equities: as compelling as they seem?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
India takes big step forward on reforms, says Mirae
The passage of the Goods and Services Tax bill in India last week will simplify a complex tax code, boost consumer spending and enhance productivity – giving equities a tailwind, according to Mirae Asset Global Investments.
Emerging Markets | 3 Aug 16
The EMpire strikes back?
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.