trade war

Still a good case for long-duration assets

The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....

Hamish Baillie points to Brexit and election

Latest BofAML survey

Easing trade tensions and growing corporate earnings behind improved metrics

Survey uncovers 'bullish stance' on China

Looking beyond trade wars and Brexit

Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.

Past the RMB7 per dollar mark

Cautious approach due to recession and political risks