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Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.
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.
Asset Allocation Monthly: May 2017 download
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
The emerging markets cloud receding download
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
Trump unnerves Asia download
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.