The United States’ non-farm payroll growth in July comfortably outstripped forecasts, according the Bureau of Labor Statistics.
Tag: US Federal Reserve
US Fed: Fewer rate hikes and “bond buying”?
“If you buy investment grade debt, it looks like the Fed will be in your corner,” said David Buckle, head of quantitative research at Fidelity.
Schroders expects June rate hike
The US Federal Reserve will likely raise interest rates one or two times this year, according to Garth Taljard, the firm’s head of multi-asset products for Asia.
India and Indonesia stories wearing thin
”Significant good news” is needed to sustain market momentum in India and Indonesia, according to Tim Jagger, senior vice president and portfolio manager for Asian fixed income at Aviva Investors.
![Fund Selector Asia](https://s34456.pcdn.co/wp-content/uploads/2019/03/FSA_Logo_square-02-640x360.jpg.optimal.jpg)
Does the US rate hike create an EM buying opportunity?
Current market volatility is due to uncertainty around the start date, Rieder said. He disagrees with conventional opinion that all emerging markets will be under pressure once the US Fed moves to hike rates later this year. Rieder believes a 25 basis point rate rise will come in September and further hikes will be cautious […]
Asia could have capital outflows-Aberdeen
The prospect of a US rate hike and a stronger dollar could result in fund outflows from Asia in the near term, Young said, in an interview with Fund Selector Asia. “While higher US interest rates will likely damage short-term sentiment and money will flow out of Asian emerging markets, the long-term investment rationale remains intact.” […]
Is a major correction coming in the China market?
Schroders became the second firm in a week to warn on China’s overheating market after BlackRock said it would be selective and continuously flexible in terms of sector picking and choosing between A-and H-share stocks. Emerging-market assets could be impacted when the US Federal Reserve hikes interest rates, according to a recent research note from […]
Volatility is coming to EMs
Emerging market assets will likely face rising volatility and capital outflows as the US Federal Reserve begins tightening interest rates, according to JP Morgan Asset Management.
Oil on track for long, slow burn before recovery
Analysts seem to be coming to a consensus that the price of oil will follow something like a backward checkmark trajectory, which calls for a very selective investment focus.
Worldwide waiting game as Fed stalls rate hike
Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.