The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.
Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.
We visited the Philippines to meet with companies and look at how the darling of the Asian growth story is holding up after the election of its president dubbed “Duterte Harry”.
Chinese GDP growth was better than expected in the second quarter, but appears overly reliant on one engine of growth: fiscal stimulus.
With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.