How to play to covid recovery?
Uneven vaccine roll-out behind differences in equity and fixed income market performance, says one strategist
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Uneven vaccine roll-out behind differences in equity and fixed income market performance, says one strategist
Amid a gloomy picture, there are signs that emerging market debt may have better times ahead
NDB is a multilateral development bank set up in 2015 by Brazil, Russia, India, China and South Africa
To grow its sovereign strategies offering in emerging and frontier markets
Chinese property and Thai banks are garnering interest
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
Money pulled from sectors that served portfolio managers well last year
‘The green revolution is very metal-intensive’
Fiscal balances which averaged surplusses of 9% are expected to turn to annual average deficits of 3-4%
Developed markets have had a jump on the vaccine, will the same hold true for the recovery?
Growth, liquidity and sentiment have driven pick up over last eight weeks
Would an emphatic Biden victory on the night have caused greater market upset?