Even before the trade war, China’s economy was slowing, creating a stimulus hangover in the country as capacity excesses are worked out. Beijing is shifting to deploy new growth drivers, which should help counter the impact of the trade conflict and support growth. As a result, China’s consumer-oriented sectors may be well positioned to perform.
Market rout may spur rotation from growth to value
High-yield credit has had a banner 2018 as technical flows, fundamental factors, and good economic growth aligned. But its buoyant performance could quickly capsize. While there’s certainly reason to recommend select exposures in the segment, a highly asymmetric broader risk/reward profile shouldn’t be underestimated.
A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that accounts for fluctuations in market performance may be prudent.
India is changing socially and economically, with financials, telecoms and IT paving the way and providing attractive, long-term investment opportunities.
The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront.
The sky is not falling in China. In fact, it appears to be clearing.
Innovation has always changed how people live and engage in commerce. But technological revolutions have been coming at an ever-faster pace. The digital revolution now underway is transforming the way businesses operate across all sectors of the economy.
The criteria for picking a long/short equity fund matter for investors who are serious about portfolio diversification.
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