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Articles tagged: CHINA

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Market Briefings

China’s slowdown continues

The pace of economic growth in China continued to slow during the third quarter, dampened by the ongoing trade conflict with the US.

Adviser Hub 7th Nov 2019

Partner Zone

Can you risk overlooking China as a standalone investment?

With an emphasis on sustainable, high-quality economic expansion as policymakers encourage innovation and efficiency, Vincent Che, portfolio manager of the Merian China Equity Fund, discusses why he b...

Merian Global Investors 6th Nov 2019

Partner Zone

Chinese tech – fast-moving and ever changing

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

HUB TV

Fidelity International | Grocery retail: the next frontier for China e-commerce

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

HUB TV

Fidelity International | From Made in China to Designed in China

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

Market Briefings

Trade conflict hits China’s exports

The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.

Adviser Hub 15th Oct 2019

HUB TV

Merian Global Investors | What next for Chinese equities?

Oliver Lee, investment director, global emerging market and Chinese equities, discusses what the future may hold for China, its economy and stock market.

Merian Global Investors 10th Oct 2019

Market Briefings

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser Hub 9th Oct 2019

Market Briefings

The Week: Is stockpicking enough in a populist era?

Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.

Adviser Hub 25th Sep 2019

HUB TV

Fidelity International | Sustainable investing in China

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governance...

Fidelity International 17th Sep 2019

HUB TV

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Market Briefings

Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser Hub 16th Sep 2019

Market Briefings

Renminbi falls to lowest level since 2008

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser Hub 16th Sep 2019

Partner Zone

Could China’s rise pose a challenge to developed market democracies?

China’s rise to economic and political pre-eminence could pose a challenge to developed market liberal democracies, argues Shamik Dhar, chief economist at BNY Mellon Investment Management.

BNY Mellon Investment Management 13th Sep 2019

Market Briefings

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser Hub 4th Sep 2019

Market Briefings

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser Hub 22nd Aug 2019

Market Briefings

China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser Hub 19th Aug 2019

Market Briefings

Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser Hub 19th Aug 2019

Partner Zone

Macro Matters blog: Here we go again

Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.

Legal & General Investment Management 16th Aug 2019

Market Briefings

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser Hub 15th Aug 2019

Market Briefings

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser Hub 8th Aug 2019

Partner Zone

Debt, consumers and technology: Three trends that will define China

How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.

Aviva Investors 31st Jul 2019

Market Briefings

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser Hub 18th Jul 2019

HUB TV

Invesco | Risk & Reward: A factor-based approach to diversifying oil exposure

Latest research on diversifying oil exposure, how patent data can be a predictor of equity returns in innovation-based companies, fixed income factor investing - and China’s second tier cities and the...

Invesco 17th Jul 2019

Partner Zone

Emerging market debt: investors grow more selective

Emerging market debt has been through some notable highs and dramatic lows, but investors have not always discriminated between individual markets.

Aviva Investors 11th Jul 2019

Market Briefings

Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser Hub 10th Jul 2019

Market Briefings

Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser Hub 10th Jul 2019

Market Briefings

Global update: Brexit: no further forward

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.

Adviser Hub 4th Jul 2019

Market Briefings

Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser Hub 12th Jun 2019

Market Briefings

Trade conflicts driven down yields

Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.

Adviser Hub 12th Jun 2019

Market Briefings

The “Tariff Man” strikes again

Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.

Adviser Hub 12th Jun 2019

Partner Zone

All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slo...

M&G Investments 10th Jun 2019

Partner Zone

‘What if China Breaks Away?

Should strained relations between the US and China become a full-blown rift, it could hurt global trade and stymie investors, warns Ewan Markson-Brown. Read more in Enlightenment, Baillie Gifford’s di...

Baillie Gifford 7th Jun 2019

Partner Zone

America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine

US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...

Baillie Gifford 7th Jun 2019

Market Briefings

Global update: US/China trade war escalates

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser Hub 4th Jun 2019

Partner Zone

FWB - Breaking up: US and China

Tim Drayson, Head of Economics at LGIM, said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.

Legal & General Investment Management 3rd Jun 2019

HUB TV

Invesco | Flying update: Government bond yield pickup

91 seconds – from his desk, Lewis Aubrey-Johnson, Head of Fixed Income Products explains how positive economic data from China is affecting global government bond yields.

Invesco 20th May 2019

Market Briefings

The Week: Can the US retain its innovation crown?

The long-term outperformance of the US stock market has many possible explanations.

Adviser Hub 16th May 2019

Market Briefings

Dovish Fed boosts sentiment towards emerging markets

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser Hub 14th May 2019

Market Briefings

The Week: Wobbly markets

Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.

Adviser Hub 9th May 2019

Partner Zone

FWB: Making up: US and China

The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.

Legal & General Investment Management 8th May 2019

Market Briefings

Bull market celebrates its tenth birthday

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March. Nevertheless, optimism amongst investors has been d...

Adviser Hub 17th Apr 2019

Market Briefings

China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser Hub 17th Apr 2019

Market Briefings

Hopes of a trade deal

US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.

Adviser Hub 6th Mar 2019

Market Briefings

End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser Hub 6th Mar 2019

Market Briefings

Headwinds to European growth

Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...

Adviser Hub 25th Feb 2019

Market Briefings

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser Hub 14th Feb 2019

Market Briefings

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser Hub 31st Jan 2019

Market Briefings

The Week: Is Brexit in the price?

Markets were stable in the face of political turmoil in the UK this week. Does this suggest that Brexit - in all its forms - is in the price?

Adviser Hub 17th Jan 2019

Market Briefings

The Week: Big trouble in little China

Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?

Adviser Hub 3rd Jan 2019

Market Briefings

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser Hub 20th Dec 2018

HUB TV

Fidelity International | Hold on to your hat

Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...

Fidelity International 19th Dec 2018

Market Briefings

Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser Hub 18th Dec 2018

Market Briefings

Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser Hub 18th Dec 2018

Market Briefings

The Week: 2018: A year to forget

2018 will be a year that many investors would rather forget. A lucky few will still be looking for an overall gain for the year, but the past few months have proved extremely uncomfortable. What have...

Aviva Investors 13th Dec 2018

Market Briefings

Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser Hub 10th Dec 2018

Market Briefings

Investors hope for trade resolution at G20

Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...

Adviser Hub 7th Dec 2018

Market Briefings

Clouded outlook for emerging markets

The IMF expressed concern over the outlook for emerging markets during October: as monetary policy continues to normalise in advanced economies, capital inflows to emerging economies could start to de...

Adviser Hub 9th Nov 2018

Market Briefings

The Week: US Midterms - a check on Trump's power

November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...

Adviser Hub 8th Nov 2018

Market Briefings

The Emerging Markets Forum

Notes from The Emerging Markets Forum 2018 The Emerging Markets Forum brought together five leading asset managers, for in-depth discussions on the key dynamics at play within the asset class. Foll...

Adviser Hub 8th Nov 2018

Market Briefings

The Week: Has the US economic miracle come to an end?

The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame

Adviser Hub 25th Oct 2018

HUB TV

Invesco | John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

Invesco 19th Oct 2018

Market Briefings

The Week: Wobbly times

October 2018 Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here? The catalysts for the sel...

Adviser Hub 11th Oct 2018

Market Briefings

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser Hub 5th Oct 2018

Market Briefings

China accuses US of “trade bullyism”

September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...

Adviser Hub 5th Oct 2018

Market Briefings

Tit-for-tat trade war continues

September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...

Adviser Hub 4th Oct 2018

Market Briefings

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser Hub 2nd Oct 2018

Market Briefings

The Week: As the China/US trade war escalates, what will bring it to an end?

The US/China trade war accelerated again this week.

Adviser Hub 20th Sep 2018

Market Briefings

The Week: What does good diversification look like?

Diversification used to be easy. Investors just had to mix equities and bonds. Not so today, as the influence of passive funds and monetary policy weighs on markets.

Adviser Hub 6th Sep 2018

Market Briefings

Global update: What's next for Nafta?

Trade talks took a fresh turn during August as the US and Canada failed to reach agreement over the renegotiation of the North American Free Trade Agreement (Nafta).

Adviser Hub 5th Sep 2018

Market Briefings

Is the US hot or not?

The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?

Adviser Hub 30th Aug 2018

Market Briefings

No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser Hub 14th Aug 2018

Market Briefings

Global update: Deal or no deal?

Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.

Adviser Hub 9th Aug 2018

HUB TV

Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

Market Briefings

“Losers on both sides”?

June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...

Adviser Hub 16th Jul 2018

Market Briefings

ECB unlikely to raise rates before summer 2019

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser Hub 13th Jul 2018

Market Briefings

Sino-US relations continue to sour

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser Hub 13th Jul 2018

Market Briefings

Trade tensions intensify

Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...

Adviser Hub 2nd Jul 2018

HUB TV

Invesco | What impact have recent macro events had on global equity markets?

We have witnessed a fractious G7 meeting, rising trade tensions between the US and China, coupled with the rise of a populist government in Italy and cracks in emerging markets. In this video, Nick Mu...

Invesco 22nd Jun 2018

Market Briefings

Asian economies vulnerable to trade tensions

May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...

Adviser Hub 11th Jun 2018

Market Briefings

Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser Hub 11th Jun 2018

Market Briefings

Global update: Trade wars on the horizon

May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...

Adviser Hub 4th Jun 2018

Market Briefings

Oil price continues its rise

April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...

Adviser Hub 21st May 2018

Market Briefings

Ongoing concern over trade tensions

April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...

Adviser Hub 21st May 2018

Market Briefings

Global update: Rising US protectionism knocks sentiment

Investor sentiment during March was marred by mounting levels of US protectionism.

Adviser Hub 6th Apr 2018

Market Briefings

Brazil cuts interest rates again

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser Hub 14th Mar 2018

HUB TV

Fidelity International | Income in Asia

China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer gre...

Fidelity International 8th Mar 2018

Market Briefings

The Week: Veteran investor Byron Wien gives his 10 ‘surprises’ for the year ahead

Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead.

Adviser Hub 25th Jan 2018

HUB TV

GSAM | Emerging Market Equity Outlook

GSAM provides an update on Macro Themes and Fundamental Equity Views. They believe there are three key themes affecting the Emerging Markets; China’s transition, low oil and commodity prices and the f...

Goldman Sachs Asset Management 27th Sep 2016

HUB TV

Schroders | 60 seconds with Rajeev De Mello on the China conundrum

Well, China has been slowing down and we’ve seen this decline in the growth rate over the last couple of years. There’s a lot of concern right now in markets about how far that will go, and at what ra...

Schroders 3rd Feb 2016

HUB TV

Schroders | 60 Seconds with Craig Botham on China

Emerging Markets Economist, Craig Botham, talks about recent volatility in the Chinese market, what this means for the currency and how it could impact the world economy: - The year has started poorly...

Schroders 14th Jan 2016

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Invesco 61

Investec Asset Management 18

Jupiter Asset Management 19

Legal & General Investment Management 83

M&G Investments 39

Merian Global Investors 51

Schroders 95

Square Mile Research 82

Various 8

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