It was Mark Twain who said “facts are stubborn, but statistics are more pliable”. I wonder what his take would be on the latest figures from the IMF which says his beloved America is now number two.
Category: China
Schroders on China 2015
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
Beginning of rate easing cycle in China
Recent interest rate cuts by Chinas central bank marks the beginning of a rate easing cycle, which will have positive implications for Chinese equities, writes Victoria Mio, chief investment officer and fund manager of Robeco Chinese Equities.
China indicies rise as valuations remain low
The CSI 300 Value index is up more than 7% and the Shanghai Composite is up 6% since March, following a long period of underperformance. Yet valuations are low, sources said, and China is one of the cheapest markets in the world.
How confident are investors in Chinas minirebound
China’s second quarter growth figures showed a slight pick-up, but how confident are investors about the sustainability of this growth?