Global Investing

Fighting the flows

July 15, 2013

Sanjeev Shah, the Fidelity fund manager who took over the UK portion of Anthony Bolton’s storied Special Situations fund, must wonder what it will take to get clients back on side.

Chinese inflation – unreported retail

July 9, 2013

China’s inflation print for June at 2.7 percent, a four-month high, was higher than forecast, but part of the picture could be obfuscated by a lack of accounting for the ever-growing online retail sector.

Route 312 – China’s Route 66

July 5, 2013

The world’s largest car market, China, with a population of 1.3 billion people and an emerging middle class, holds great potential for investors and consumers alike with annual growth rates in the auto sector expected to hold at around 23 percent to 2017, according to Alliance Bernstein Asset Managers.

“Contrarian” Deutsche (a bit) less bearish on emerging stocks

July 2, 2013

For an investor in emerging equities the best strategy in recent years has been to take a contrarian stance, says John-Paul Smith at Deutsche Bank.

Brazil grinds out a result

July 2, 2013

The South Americans are dominating possession. And it’s not only on the football pitch.

Eyes off the prize?

June 26, 2013

It’s starting to look like investors in Britain’s top companies have reverted to type.

The downside of investment inflows? Outflows

June 13, 2013

What goes in, can come out. And the more that goes in, the more than can come out. That’s what emerging economies have been finding out in recent weeks as capital flees their stock and bond markets.

When Japan was an emerging country

June 12, 2013

Recent wild swings in Japan’s financial markets — stocks, bonds and the yen — make Japan look almost like an emerging country.