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Banking problems impede India’s reforms download
There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.
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What to know about investing in China download
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
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Why sustainable growth supports ASEAN equities download
The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.
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Asset Allocation Update: Strong earnings prompt US equities upgrade download
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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The inflation pendulum download
It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.
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The employment enigma: why is there no inflation? download
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
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Sparkling performance boosts luxury goods download
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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Going global with a consistent small cap strategy download
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Dara J. White: Emerging Markets Outlook for 2018 download
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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Reaction: Italian election download
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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Technology and ‘mega-trends’ to drive US equity performance download
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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The UK’s demise is overstated download
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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Why multi-asset strategies suit a changeable world download
For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.
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China’s state-managed overseas expansion download
China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.
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Australia cautious on dividends download
A generation of Australians has enjoyed a record 26 years without experiencing a recession. The country has withstood global financial crises, endured volatile commodity prices and export revenues, and shrugged off warnings of housing bubbles and declining domestic savings.
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Asia tech: boom, bubble or bust? download
Technology has been the best-performing stock market sector throughout the world this year, accounting for around half of US and emerging market Asia equity returns so far. The spectacular rise has aroused scepticism about its sustainability at the same time as other investors remain convinced about the prospects for further growth and higher earnings.
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A hard landing for the Gulf’s high flyers download
Three airlines face disruption to their role as ‘superconnectors’ as the state-owned groups fight to justify a business model built around hubs in a volatile region.
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Opportunities in...UK Equity Income download
Valuations in some global markets are looking stretched, but UK equities remain attractively valued relative to many international counterparts. Uncertainty around Brexit and heightened political risk has led global asset allocators to be underweight UK equities, creating valuation anomalies. We pay attention to factors that are harbingers of potential dividend reductions.
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Asia’s ‘great moderation’ holds promise for equities download
Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.
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