Analysis
Asia | analysis 15 Feb 16
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
Emerging Markets | analysis 12 Feb 16
The final great investment frontier: Iran
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
Asia | analysis 5 Feb 16
ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
Equities | analysis 3 Feb 16
Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
Equities | analysis 2 Feb 16
ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.