Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....

Most developed market yield curves have suffered bear steepening over the past month, despite quantitative easing.

The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...

Emerging market debt has gained more than 15% in 2016, outperforming all other major asset classes and markets, and confounding the roundly pessimistic expectations at the start of the year.

Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...

Need for Hong Kong to work out relationship with China

While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.

Key is understanding the effect of macroeconomics on the market

Long term, discounts have moved in tandem with FTSE All Share

Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).