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Buy commodities, avoid long-tenor EM bonds: HSBC
By Joe Marsh | 1 August 2011
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
Views
Fund managers cut allocations to Japan and US
By Joe Marsh | 16 July 2010
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...
Alternatives
China wouldn't survive a US double-dip recession, says Permal chairman
By Simon Osborne | 23 February 2010
Isaac Souede, chairman of $20 billion fund of hedge funds Permal, says China does not respect the euro and that an American double-dip recession would spark protectionism in ...
Views
China hedge fund in US considers Asia expansion
By Kamni Bharwani | 30 January 2004
A US-based investor explains his long/short strategy for Chinese stocks and possible plans for expanding to the region.
Distributors
US Investors to get China ETF
By Jonathan Wharton | 24 January 2003
FTSE/ Xinhua Index has announced Barclays Global Investors have filed with the SEC to add a China ETF to its fund range.
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