Join CFA Sociey VBA Netherlands and experts from CME Group for an in-depth workshop on: The role of energy and metals in an investment portfolio The outlook on risk and return of commodity markets can form the basis of portfolio construction.
Chinese businesses are not just changing China, they are changing the world. This bespoke study dives into the dynamics that have led to the rise of new corporate giants, while at the same time uncovering trends, firms and drivers that
These include: size, diversity, and China’s unique macro, risk and development factors The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital. While most agree that China is too
Positive developments can be reported about Brexit and the US-China conflict, two issues that have caused a lot of uncertainty during the last 12 months. In turn this uncertainty has caused a significant amount of damage to the global economy.
With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects? In this webinar, Portfolio
The US and China have agreed a truce in their trade conflict with a ‘mini deal’ that sees the US holding off on tariff increases scheduled for 15 October in exchange for some concessions from China, mainly around agricultural purchases
China’s onshore credit market has witnessed tremendous growth over the last decade as it transforms towards a more marketoriented system. We take a detailed look at this maturing market and outline how a recent rise in defaults should be viewed
At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who emphasised the importance of ARP strategies being diversified.
We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one. Beset by slowing domestic economies and under pressure to end a damaging trade war, Xi Jinping
Last week’s surprise Brexit development was that a private meeting between UK Prime Minister Boris Johnson and the Irish Taoiseach Leo Varadkar resulted in what was described as a “pathway to a deal” . After weeks of negative reporting, the
IP growth edged up from the lows in July-August, but remained relatively weak. 3Q GDP growth tracks lower. Demand indicators appear to be stabilizing at a relatively weak level. Following the weak IP growth (4.4% & 4.8% YoY) in July-August,
These include: size, diversity, and China’s unique macro, risk and development factors China’s meteoric rise since the late 1970s has been touted as one of the most striking developments in the world over the past half century. However, most of
China has re-started purchase of US agricultural products including soybean and pork with tariff exemption, and the US delayed tariffs scheduled on Oct 1st by two weeks as a gesture of goodwill. These developments indicate that both sides are taking
We expect a pickup in global growth in the next six to 12 months, as policy stimulus gradually filters through to the real economy. The Fed has cut interest rates, but its noncommittal view on the rate outlook suggests expectations
China’s structural shift and the global repercussions China’s introduction into the World Trade Organisation (WTO) in 2000 started a process which has since had a marked impact on global economies and markets alike. Its increased exposure to the global economy
China is on its way to become the world's first major country to issue a sovereign digital currency, with top officials from the People's Bank of China announcing on August 10th 2019 1 at the latest China Finance 40 Forum
Eurozone industrial production has been contracting on a year-on-year basis for nine consecutive months until July. Output was down 2.0% yoy in July, slightly better than the – 2.4% in June. A remarkable divergence is taking place behind these numbers.
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy In part one of our three-part series documenting China’s changing balance of payments (BoP), we highlighted the structural shift
Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal
How will China's stock and fixed income markets & indexes perform in H2 2019 and 2020 as the global economy slows? Our three China experts give their key views to investors and look ahead to investing trends for the next
THIS QUARTER, I FOCUS ON questions being raised about the benefits of investing outside the US and in value stocks. I’ll acknowledge up front that I’m a believer in both of these strategies, but I’ve tried to compensate for any
What happened in the past month? IP growth edged up from a low level but remained sluggish; domestic demand indicators weakened further in Aug, esp. property-related ones. CICC China CMI points to softening domestic demand growth but a mild uptick
Disappearing structural current-account surplus is an inevitable trait of China’s economic and social transformation A steady, but definite, shift in China’s balance of payments (BoP) suggests that a fundamental change is underway in China’s relationship with the outside world (Exhibit
Disappearing structural current-account surplus is an inevitable trait of China’s economic and social transformation A steady, but definite, shift in China’s balance of payments (BoP) suggests that a fundamental change is underway in China’s relationship with the outside world (Exhibit
A hard landing in China remains a looming threat to the global economy and especially to the rest of Asia. Chinese authorities have averted such a scenario so far, but rising leverage in China’s financial system magnifies the risk of
The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).
Fresh #StarkieBlog! https://t.co/YZrzQpIlIQ
Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen
