Emerging Markets: the optimistic view

From

With all the gloom and doubt surrounding China and other emerging market economies, Portfolio Manager of the Van Eck Emerging Markets Equity Strategy, David Semple, remains optimistic that 2016 will... Read more continue reading

Benign inflation to keep Asian central banks focused on growth risks

From

Concerns that food and oil prices may soon reverse their downtrend, potentially derailing a nascent monetary easing cycle in Asia, are likely overdone. Central banks, in our view, are likely... Read more continue reading

China – Lost in transition?

From

James Eginton provides his insights on the economic transition in China following a recent research trip to the region. The transition from a reliance on infrastructure investment to consumer spending... Read more continue reading

China’s economic transition takes another positive step with reserve currency status

From

The decision by the IMF to include the renminbi into the Special Drawing Rights (SDR) currency basket is another positive step in the ongoing and long-term transition and liberalisation of... Read more continue reading

China to ‘focus on currency stability’ in face of inflows of up to US$3 trillion

From

Yesterday’s announcement that China will join the reserve currency basket of the International Monetary Fund is only one aspect of a process that could channel up to US$3 trillion ($4.2... Read more continue reading

Two Chinas are better than one for careful investors

From

Investors seeking a balanced perspective on risk and opportunity in China should set aside outdated perceptions of the country as a manufacturing juggernaut and think of it instead as “two... Read more continue reading

Yuan’s reserve currency status: The door to China swings open

From

Inclusion of the Chinese yuan in the IMF’s basket of reserve currencies, expected to be approved at the end of this month, heralds China’s increasing presence in global capital markets.... Read more continue reading

Asia: Sound fundamentals suggest no repeat 1997–1998 crisis

From

While Asian currencies have been quite unstable in recent months, comparisons with the Asian Financial Crisis are over the top, in our view. External positions of the region’s economies are in a... Read more continue reading

China’s policies and fundamentals converge

From

Given all the negative commentary about China at the moment, it’s difficult for many investors to get a balanced perspective on the risks and opportunities there. Our bottom-up research, however,... Read more continue reading

Megatrends: Asia rising

From

The centre of global economic activity has seen a clear shift away from Developed Markets and towards Emerging Markets since the turn of the century. China has been at the... Read more continue reading