President Trump's signing of the Hong Kong Human Rights and Democracy Act has rattled markets. US data has been stronger than expected, with consumer spending a bright spot.
What next for US-China trade talks? And while UK data continues to reflect uncertainty, in Europe there are positive signs of stabilisation.
The UK economy continues to flag. The eurozone fares better as Germany avoids recession, and in China the authorities look increasingly likely to intervene further to support growth.
China and the US agree in principle to remove tariffs, sparking a wide rally in equities. In the UK, the Bank of England has held its key interest rate unchanged – while indicating a readiness to cut.
There has been some political progress on a Brexit agreement, increasing the appeal of UK assets. In the eurozone, economic activity remains weak.
As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.
One of the world's most iconic and connected cities, Hong Kong has become the scene of repeated and determined unrest. Tourism and retail revenues are collapsing – but what are the longer-term implications?
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