NN IP CIO: Strategies to balance China-US geopolitical risk
Tilt portfolios towards companies that are domestic facing
Trade War
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Outlook: China set to win trade war as finance democratises
Covid-19 to accelerate transition to more sustainable form of capitalism
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Geopolitics to shake Asia bond market
Direction of US-China relations will drive volatility
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Likely US-China trade truce beneficial for emerging markets
Nikko AM says possible partial agreement could prevent a global recession
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European stocks likely to be caught in US-China crossfire, warns Barings
EU needs to reform its approach to economics and foreign policy to give it leverage in an sharp-elbowed world.
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US China Trade Tensions Set Stage For A Volatile Quarter
Quarterly Outlook – Global Equities
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Selectors expect to raise EM holdings amid US-China trade war
Emerging markets and Asia ex Japan equities most popular asset classes for fund buyers, data shows
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A world of competing economic systems poses new challenges
Is the US-China trade war a symptom of the changing nature of global competition?
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Year of the Pig looking lucky
Year of the Dog didn’t woof for Chinese equities, but investors hope to piggyback more solid growth this year
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US-China trade war risks to wider emerging markets
How might a Chinese slowdown affect SE Asia, India and Latin America?
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Global tech exposure at weakest level since 2009
Less than one fifth of investors now overweight on tech sector amid weakening global growth prospects, according to survey
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Can India lure investors back in?
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise