China
Chinese debt and equity in the year of the Rooster
Those born in the Year of the Rooster are said to be hard working, patient, resourceful and courageous. M&G Investments’ equity and fixed income teams explore how these characteristics can be utilised to help investors navigate through the challenges and opportunities to come.
Emerging Markets | 25 Jan 17
Opportunities follow EM debt rebound but caution urged
In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.
China less vulnerable to US protectionism than other EMs
Despite concern about China’s vulnerability to Donald Trump’s brand of isolationism, there are good reasons to be optimistic about the country’s growth in 2017, says Ed Smith, asset allocation strategist at Rathbones.
Investment | 23 Jan 17
US corporate tax cuts not priced in, says Standard Life Investment
US equity markets have yet to price in Donald Trump’s proposed corporate tax cuts, said Andrew Milligan, Standard Life Investments’ Edinburgh-based head of global strategy.
Fund managers pick China asset classes for 2017
Blue chip stocks in Hong Kong look attractive as the MSCI moves toward a decision on including China in its emerging market indices later this year, according to fund managers.