May Ling Wee, China equities manager, discusses the implications for the Chinese economy on the recent announcements by the US and Chinese governments on the imposition of a range of import tariffs.
China tariffs announcement creates market uncertainty following Fed rate hike and weaker-than-expected economic data from Europe. Co-Head of Equities – Americas, George Maris, sees additional risk in global markets along with opportunities for fundamental, bottom-up investors to benefit from price dislocations created by “risk-off” macro events.
Die angedrohten Handelszölle zwischen der USA und China hat die Märkte negativ beeinflusst. Stephen Jones, CIO bei Kames Capital, glaubt jedoch nicht an einen sich "voll entwickelnden" Handelskrieg.
Viele sind aus dem Urlaub mit Zweifeln zurückgekommen, ob sich die gute Stimmung an den Märkten und in der Wirtschaft so fortsetzen kann. Da lohnt vielleicht ein Blick auf einen Sektor, der zu den stabilsten der Volkswirtschaft gehört.
Deutschland exportiert zu viel und fragt zu wenig in der Welt nach - so kommentieren Kritiker den aktuellen Leistungsbilanzüberschuss Deutschlands. Clemens Fuest, Leiter des Ifo Instituts, diskutiert mögliche Alternativen und Hintergründe.
We assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.
The price of goods leaving Chinese factories rose 7.8% in the year to February. This acceleration of producer prices has raised fears among some investors that China could meaningfully add to global inflation pressures. This is not likely, in our view.
The wave of populism induced by Brexit and Trump might subside somewhat after the Dutch election outcome, which did not provide the big win for euro-sceptic Geert Wilders that polls had suggested until recently. This might be good news for the French elections and the reflation trade.
Der neue Präsident der USA , Donald Trump, ist derzeit in aller Munde. Wie sieht seine politische Agenda aus?
Non-China Asian exports, having been in the doldrums for almost two years, finally resumed growth in late 2016. The good news is that January trade data from Korea and Taiwan — the earliest available in the region — show that export momentum continued to improve in early 2017.
