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Posts Tagged ‘China’


Chinese A-shares to be included in MSCI EM index

Chinese A-Shares Attain Long-Awaited Milestone – MSCI EM Index

In June 2017, index provider MSCI announced that domestic China A-shares will be included in its flagship Emerging Markets (EM) index for the very first time. The move should lead to substantial inflows of global assets over time into the Chinese domestic equity market, enabling foreign investors to broaden their exposure to the transforming Chinese

August 30, 2017 Categories: Investment Strategy, Market Updates

Emerging Markets Equities – Emerging Investment Performance

Emerging Markets (EM) are a hot topic for investors. In the first of three blogs, Senior Investment Strategist Graham Harman reviews the case for long term value in EM equities. His next blogs will examine where the risks are for this asset class and discuss whether now is the right time to buy. Emerging markets

Sep 14, 2016 Categories: Investment, Investment Strategy, Markets

You cannot work out what’s next for China by extrapolation

Investment means dealing with an uncertain future, but forecasting is a tricky undertaking. The First Law of Forecasting Human beings tend to follow a pretty simple formula when forecasting the future, namely: assume that current trends will continue. We might even call that the First Law of Forecasting.1 That is not a bad approach when

Jun 29, 2016 Categories: Markets

Investment outlook update: market volatility is here to stay – Q2 update

As investors know, global markets got off to a rough start in 2016. By mid-February global developed equities had lost nearly 20% from their 2015 peak1 . They rebounded by around 10% mid-March, but we expect volatility to be a headline throughout 2016. This volatility will continue to be driven by China fears, U.S. Federal

Apr 4, 2016 Categories: Markets

2016 Global market outlook: A tussle between bulls and bears?

Russell Investments 2016 Market Outlook report and video are now available. Click here to view. As we start 2016, it appears both those who are bullish or bearish on the world’s economies have something to say in their favour. A bullish scenario would see better-than-expected business news led by strength in the U.S. economy and

Jan 7, 2016 Categories: Markets

Global economic forecast: An inflection point, not a turning point

Investors have had a lot to digest in recent months: The U.S. Federal Reserve’s “will they/won’t they” dance with raising interest rates (they didn’t, as my colleague noted last week on the blog); wild stock gyrations in China; and tumult in U.S. equities. But what’s the big picture? Our soon-to-be released Global Market Outlook –

Sep 25, 2015 Categories: Markets

Fed keeps interest rates near zero a little longer

  OK, so we’ll wait a little longer for the U.S.Federal Reserve (the Fed) to finally raise interest rates. As you know, Janet Yellen and the Federal Open Market Committee held interest rates at near-zero today. In hindsight, the delay wasn’t all that surprising: The U.S. equity market decline in August and ongoing volatility—prompted in

Sep 18, 2015 Categories: Markets

Is a China economic crisis on the horizon?

Maybe, but not right now The timing hinges on two major issues: Structural factors Short term pain Firstly, China has tremendous structural challenges that it’s trying to navigate regarding economic growth. Over the last 20 years, China’s economic growth rate has been spectacular and has been driven by two principal factors: investment and exports. China

Sep 7, 2015 Categories: Markets

Global economic outlook involves more than Fed news

So, the U.S. Federal Reserve has finally lost “patience.” That was the story March 18, when the Fed dropped longstanding wording about raising interest rates, opening the door for a rate hike as early as June. It was some of the biggest economic news in weeks, triggering a knee-jerk surge for U.S. stocks as investors

Apr 10, 2015 Categories: Markets

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