Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Investors are excited about a potential boost from rate cuts, but Sean Taylor warned it may be too early to call
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As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
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As globalisation regresses, Chau Nguyen explores China’s future on the global stage
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Nations representing half of global GDP are holding elections this year – how will markets be affected?
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Investors must pay less attention to immediate politics and instead focus on long-term climate policies
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Emerging market growth is becoming increasingly dependent on fundamentals
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The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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A double whammy of political change and an upswing in commodities is a huge boost for the investment case for Brazil, according to BlackRock’s Will Landers.
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Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
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