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Investor optimism way down on China and energy
By Joe Marsh | 18 June 2010
In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
Fund Managers
Don't focus too much on China, says JP Morgan AM
By Joe Marsh | 29 March 2010
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard ...
Fund Managers
Emerging-market investors favour Indonesia and Russia
By Joe Marsh | 18 March 2010
Meanwhile, a net number of investors are overweight Japan for the first time in 19 months, while Europe suffers a further sell-off, according to Bank of America Merrill Lynch's ...
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