Japanese poll result gives global markets fillip

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The landslide victory for Japan’s ruling coalition in the Upper House election last weekend has provided further fuel for equity markets that have been in overdrive around the globe for... Read more continue reading

Asia offers diversity, growth, opportunity … if you look hard enough, says PM CAPITAL

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The constant domestic and global media focus on the state and fate of Chinese financial markets poses potential risks to local investors, in that they may choose to ignore the... Read more continue reading

Asian medium and long-term drivers still on track

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Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded... Read more continue reading

China scare

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China has replaced Greece as the main worry for financial markets – and it is fundamentally a much bigger deal. A depreciation of China’s currency, a sell-off in the country’s... Read more continue reading

China’s FV policy in a tough balancing act

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An ongoing liberalization of China’s currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle. Forging ahead with the reform and taking... Read more continue reading

Emerging Markets: the optimistic view

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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

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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?

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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

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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

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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