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
Trade War
-
-
Countries not a safe bet for full blown trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war.
-
Selectors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
-
Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.