Weekend Essay: Should Wall Street be worried about DeepSeek?
It was all going so swimmingly for the ‘big tech’ stocks, wasn’t…
AJ Bell moves towards EM ex-China stance in strategic asset allocation
AJ Bell’s strategic asset allocation (SAA) for 2025 has moved to an…
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Why China’s stimulus is not all it’s cracked up to be
The recent performance of Chinese equities has gone a long way towards…
1
China: Contrarian opportunity or value trap?
If accolades were based on economic growth, the 21st century would belong…
EMs ‘not understood’ and ‘undervalued’ says Franklin Templeton
Emerging Markets (EM) are “undervalued” and “not understood well”, Templeton Emerging Markets…
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Don’t follow the herd: Investment opportunities in a struggling China
Herd mentality is a well-documented behavioural bias when it comes to investing.…
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Investors still looking towards China despite tensions with US
Despite the global tensions between China and the US, numerous investors are…
Columbia Threadneedle: Asia’s outlook is the best for years
In China, each year is represented by one of the 12 zodiac…
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Investors shouldn’t ignore China
Investors with no asset allocation in China will miss out further down…
Inflation to catch up in China with opening experts warn
Inflation has spared China until now, but this is set to change…
Fidelity: Not yet time to re-engage with risk
In the Fidelity Multi Asset Open range funds, we are positioned cautiously
Darius McDermott: Is China finally looking attractive?
Factors are at work that suggest China could be attractive in these…
