View of the Day

US-China trade war ‘on hold’: What does it mean for investors?

After a frosty few months, has there now been a thaw in the rhetoric between the two countries?

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As the US puts up rates, how will your portfolio change?

Valuation of bonds has become distorted due to seemingly indiscriminately buying.

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Four healthcare stocks benefiting from ageing populations

Negative sentiment over the sector is providing the chance to pick up quality companies at attractive valuations.

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Be wary of firms pursuing 'engineered growth'

Within the corporate world, the innovation dynamic, or Schumpeter’s ‘creative destruction’ is nothing new.

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Passives lack means to make corporate managers accountable

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.

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Investors should brace for a more turbulent period ahead

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. 

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Growth reversal to power next phase of Indian equity expansion

For investors who missed out Indian equities in 2017, the volatility we have witnessed recently could provide an attractive entry point.

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Ten reasons why the dollar will continue to weaken in 2018

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.

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What US Protectionism Means for Chinese Small Caps

In volatile times, investors may think small cap stocks are most at risk. In China, however, it is a different story.

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