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All comment and opinions

China flag

China is clear leader in Asia

Mon, 29/06/2015 - 12:12

Sean Yakota, head of Asia strategy at SEB, the leading Nordic corporate bank, analyses the current Outlook for Asia… »

map of Greece

Greece, in need of catharsis

Fri, 26/06/2015 - 08:43

The Greek debt issue has become a never-ending saga, says Penny Lovell, Head of Private Client Services, Close Brothers Asset Management… »

Mark Mobius, Templeton Emerging Markets Investment Trust

Developments in the reform of China’s state-owned enterprises

Mon, 15/06/2015 - 12:38

Dr Mark Mobius (pictured), Templeton Emerging Markets Investment Trust, comments on developments in the reform of China’s state-Owned Enterprises… »

Marshall Bailey, president of ACI Financial Markets Association

ACI Financial Markets Association welcomes FEMR review…

Thu, 11/06/2015 - 17:28

Marshall Bailey (pictured), president of ACI Financial Markets Association, comments on the release of the Fair and Effective Markets Review (FEMR)… »

Turkey flag

Turkish equities could now offer an attractive entry point

Wed, 10/06/2015 - 12:05

Erdinç Benli, Co-Head of the Global Emerging Markets team at GAM, on the effects of the outcome of the Turkish general election… »

USA

US jobs market back on the boil

Mon, 08/06/2015 - 12:43

After months of gentle simmering, America's jobs market is back on the boil in a clear sign the US economy has cranked up the gas, says Marcus Bullus, trading director at MB Capital… »

EU flag

Does the price action of bunds signal an end to ultra low rates?

Sun, 07/06/2015 - 12:12

The recent shock movement in bunds infers the ECB will not implement QE in full given the outlook for the Eurozone is improving and inflation is stabilising at its set target (2% y/y )as it begins to show signs of acceleration with the rise in oil prices, says Andre Severino, Head of Fixed Income for US and Europe at Nikko Asset Management… »

Greece map

How much should markets fear a Greek default?

Thu, 04/06/2015 - 14:28

Alan Cauberghs, Senior Investment Director, Fixed Income, comments on the implications of the current situation in Greece for investors… »

USA

US M&A deal pace is deliberate

Wed, 03/06/2015 - 10:37

David Shine, Partner – Corporate Department at international law firm Paul Hastings, comments on the news that US bound M&A deal activity in May surpassed the previous monthly record set in 2007… »

Craig Botham, Schroders

Indian and Brazilian growth figures likely to prompt easing

Tue, 02/06/2015 - 09:39

Craig Botham, Emerging Markets Economist at Schroders comments on the latest GDP figures from India and Brazil… »

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