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All comment and opinions

China flag

China is clear leader in Asia

Mon, 29/06/2015 - 12:12

Sean Yakota, head of Asia strategy at SEB, the leading Nordic corporate bank, analyses the current Outlook for Asia… »

Japan flag

Japan earnings forecasts don’t paint the full picture for 2015

Wed, 17/06/2015 - 13:05

Genzo Kimura, economist at SuMi TRUST, comments on the latest Japan earnings forecasts… »

Mark Mobius, Templeton Emerging Markets Investment Trust

Developments in the reform of China’s state-owned enterprises

Mon, 15/06/2015 - 12:38

Dr Mark Mobius (pictured), Templeton Emerging Markets Investment Trust, comments on developments in the reform of China’s state-Owned Enterprises… »

Turkey flag

Turkish equities could now offer an attractive entry point

Wed, 10/06/2015 - 12:05

Erdinç Benli, Co-Head of the Global Emerging Markets team at GAM, on the effects of the outcome of the Turkish general election… »

EU flag

Does the price action of bunds signal an end to ultra low rates?

Sun, 07/06/2015 - 12:12

The recent shock movement in bunds infers the ECB will not implement QE in full given the outlook for the Eurozone is improving and inflation is stabilising at its set target (2% y/y )as it begins to show signs of acceleration with the rise in oil prices, says Andre Severino, Head of Fixed Income for US and Europe at Nikko Asset Management… »

Greece map

How much should markets fear a Greek default?

Thu, 04/06/2015 - 14:28

Alan Cauberghs, Senior Investment Director, Fixed Income, comments on the implications of the current situation in Greece for investors… »

Craig Botham, Schroders

Indian and Brazilian growth figures likely to prompt easing

Tue, 02/06/2015 - 09:39

Craig Botham, Emerging Markets Economist at Schroders comments on the latest GDP figures from India and Brazil… »

China flag

China cuts rates, but more are needed

Tue, 12/05/2015 - 13:02

Craig Botham, Emerging Markets Economist at Schroders, comments on the rate cut in China… »

Currency cogs

UK election prompts sharp reaction in FX markets

Fri, 08/05/2015 - 10:01

Adam Chester, Head of Economic Research and Market Strategy at Lloyds Bank Commercial Banking, comments on the market reaction to the UK Election… »

UK flag

Impending UK general election creating uncertainty

Wed, 06/05/2015 - 10:50

Chris Kitchenham, Director at Walker Crips, comments on the impending UK general election…   »

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