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November 2014

Opinion The World eyes Europe

Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.

October 2014

Strategy Five Emerging-Market Brands to Watch

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

October 2014

Opinion India’s “Goldilocks moment”

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just (...)

October 2014

Opinion When is it time for the SNB to think about the exit?

According to Goldman Sachs, the SNB’s exchange rate ceiling against the Euro is often seen as a binding constraint on its future interest rate decisions. But the exchange rate commitment is only likely to become a constraint on rate decisions if the CHF remains close to the (...)

October 2014

Opinion Chinese GDP, a myth?

The slowdown of the Chinese economy, as reflected by GDP growth in Q3 2014, is not particularly serious. While there was a slight deceleration, GDP nonetheless increased by 7.3% year-on-year and by 1.9% quarter-on-quarter.

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