As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
Quickview: Striking truck drivers are likely to further hamper a Brazilian economy already experiencing a slowdown in activity.
Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.