China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks.
Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits.
Is the dominance of growth stocks a case of style over substance?
2022 was hailed a year of revival for value strategies, but they have been comprehensively outpaced by growth strategies to date in 2023.
Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm.
Emerging markets may be the play to make as the dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class.
There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing.
Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months.
Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region.
The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in.
