Shock waves from the rumbling Renminbi

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The market will calm down after the biggest currency devaluation by China in almost two decades which has sent shock waves through global commodity, interest rate and stock markets, says... Read more continue reading
19 Aug 2015

China’s currency devaluation increases certainty

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China’s surprise currency devaluation sparked a debate on whether it was part of the country’s ongoing financial reform or a measure to boost flagging exports. The plot thickens, as the... Read more continue reading
18 Aug 2015

Asian small cap stocks are an untapped opportunity for Australian investors

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Small cap stocks in Asia present a real and often untapped opportunity for Australian investors, says Paul Quah, head of research (Asia) at Acorn Capital. “Many of the obstacles that... Read more continue reading
14 Aug 2015

Fundamentals and policy keep RMB riding at anchor

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Even before the correction in China’s A-Shares market, a number of investors expressed to us scepticism about our positive outlook for the renminbi (RMB). Some even saw devaluation as a... Read more continue reading
31 Jul 2015

Despite uncertainty and volatility, China’s reforms could trigger six world-shaking changes, says AB

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One of the biggest risks facing investors concerned about weak growth and market volatility in China is that they could be underestimating the country’s upside potential, research by global asset... Read more continue reading
28 Jul 2015

William Blair on the silk road rally

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Recently in Australia to promote William Blair’s Unit Trusts, launched last year, William Blair’s International and Global Equity Specialist, Romina Graiver, said the Chicago-based asset manager’s views of the China... Read more continue reading
14 Jul 2015

China eyes liquidity war as equities gyrate

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Beijing’s swift and high-handed policy response to the Chinese stock market’s sharp correction has raised eyebrows. In our view, however, a greater issue is whether policymakers will abandon their reform... Read more continue reading
14 Jul 2015

China’s threat to the global economy

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Research from Standard Life Investments, the global investment manager, suggests that the biggest threat to the global economy is currently China. In the latest edition of Global Outlook, Standard Life... Read more continue reading
13 Jul 2015

China is having an impact on the Australian Dollar

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The eyes of the world are on Greece as it has the potential to undermine confidence in Europe, but China is a much bigger story, says George Lucas, managing director... Read more continue reading
08 Jul 2015

Will corporate governance be big in Japan?

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New research from Standard Life Investments, the global investment manager, suggests that improvements in corporate governance at Japanese companies have the potential to raise the value of the Japanese stock... Read more continue reading
02 Jul 2015