Emerging markets

Temporary trade-war truce might be too late for China

The hiatus in the US China trade war is not enough to iron out deep-seated differences between the two countries over intellectual property, cybertheft and state support for Chinese companies.

A troubled year for markets

This year has seen the start of a period of enormous change in the markets, says Merryn Somerset Webb – not all of it in a bad way.

It's not been all bad news for emerging markets

Emerging markets have had a tough year. Still, as investment guru Jeffrey Gundlach notes, they’ve still outperformed global indices.

Brazil’s economic hopes on Bolsonaro’s shoulders

Global investors seem thrilled at the prospect of Jair Bolsonaro taking over the Brazilian presidency. But the optimism looks wildly overdone.

Jim Rogers: what to buy now

Commodities will shine again, says professional investor Jim Rogers – but there are still some equity markets worth putting your money into.

Hungary: nasty leader, nice stocks

Hungary’s authoritarian leader Victor Orban is widely reviled. But the country’s economy and equities look inviting.

Value in emerging-market stocks

Emerging-market stocks have lagged in recent years, but their long-term performance remains appealing.

China will get old before it gets rich

China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.

China: Asia’s next success story

Ignore the gloomsters, says Rupert Foster. Growth will slow for now, but the economy is undergoing a healthy transition to consumer-driven growth. The process will prove stronger than demographic headwinds.

Is China’s massive bear market a buying opportunity?

Since their 2018 high, Chinese stocks have lost a third of their value. John Stepek looks at what’s behind the fall, and asks if it’s time to buy.

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