India offers investors upside surprise but it does come at a premium.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
How much further will equity markets drop?
Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna.
China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities.
Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.
Gold’s reputation as an inflation hedge
The World Gold Council suggests relationship between the precious metal and prices is imperfect at best.
Emerging markets face headwinds
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.
Improving dividend picture fails to boost equity income sector
The long-term underperformance of global equity income funds is significant.
