After a frosty few months, has there now been a thaw in the rhetoric between the two countries?
Valuation of bonds has become distorted due to seemingly indiscriminately buying.
Negative sentiment over the sector is providing the chance to pick up quality companies at attractive valuations.
Within the corporate world, the innovation dynamic, or Schumpeter’s ‘creative destruction’ is nothing new.
Much has been said about active and passive management in the past few years. That debate has almost solely focused on relative performance and the factors driving it.
One thing that’s coming through clearly from my conversations with clients over the past two months is that they are worried about future returns from markets.
For investors who missed out Indian equities in 2017, the volatility we have witnessed recently could provide an attractive entry point.
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. However, this may not be the end to the greenback woes.
In volatile times, investors may think small cap stocks are most at risk. In China, however, it is a different story.