Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
China
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Macro matters: The Mexican wave
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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Knacke’s money maps: Shine on?
In his monthly column, Ernst Knacke, head of research at Shard Capital, looks at whether gold is overvalued
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Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
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Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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M&G launches China fund for David Perrett
M&G China will select stocks from a universe of 300 Chinese companies
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Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Chinese equity market trades at 60% discount to US
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Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick