Draghi sounds warning klaxons over continent
ECB president calls for closer ties to tackle ‘existential threat’ to EU
China
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Europe’s ‘investment pulse’ low compared with global rivals – McKinsey
US is investing two percentage points of GDP a year more than Europe in IP and machinery
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Europe’s economy struggling to keep pace with US and China
Beijing and Washington directing hundreds of billions of dollars towards ‘upending world’s free trade regime’
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Three factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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China refocuses EV investment towards Europe
Regulation and political developments among factors leading to a change in strategy
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What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals Emerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in…
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Is China a ‘dead weight’ in emerging market equity funds?
China is down some 17% so far this year – a serious concern for EM investors, given it accounts for 30% of the MSCI Emerging Markets index China has exerted a major drag on emerging market indices over the past two years. First, state interference in its high value internet companies pushed markets lower, then…
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Europe, China and the US chip away at each other
Some element of ‘chip war’ would appear to be brewing between China and Europe. The Chinese government has announced that companies exporting gallium and germanium – both vital in the production of computer microchips – will now require an export licence. This comes a week after Dutch firm ASML was hit with new export controls…