Efforts to stabilise the RMB are likely to be short-lived, and the Chinese currency will come under renewed pressure, said Alex Wolf, emerging markets economist at Standard Life Investments said.
Category: Asset Class in Focus
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Every so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
Stratton Street: China’s capital flight overplayed
Analysts have recently warned about China’s currency risks, but Stratton Street Capital fund manager and partner Andy Seaman offers a contrarian view.
OMGI keen on EM sovereign bonds
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.
Are Indonesian bonds coming back into favour?
Investor sentiment toward Indonesia appears to be rebounding after the massive capital flight that occurred in 2013, according to David Tan, CIO of Asia-Pacific fixed income at Allianz Global Investors.
China A-shares outlook better for 2H, says UBS
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
Standard Chartered advises caution on stocks
Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
Positive signs for gold as markets tumble
Gold outperformed most other assets as global equity markets took a beating at the start of 2016, according to State Street Global Advisors.
BOS warns on China credit bubble risk
Bank of Singapore joins the chorus of analysts warning that China’s private sector credit-to-GDP ratio is now over 200%.
European banks remain under pressure
Concerns over European banks facing systemic risks are overblown, but challenges such as negative rates are pressuring margins, according to Edmond de Rothschild Asset Management.
