Joseph Mariathasan: Blundering and blustering in Korea
Diplomacy in the Korean peninsular is a much better option than “fire and fury”
China’s MSCI inclusion widens the assets horizon
The addition of China A-shares to the MSCI Emerging Market index is symbolically important for China and could lead to improvements in regulation and corporate governance
IPE Expectations Indicator September 2017
Investment managers’ expectations have been welcomingly accurate throughout the year. For example, positive sentiment toward European equities began to rise sharply near the end of 2016, followed by a roughly 20% rise in 2017. Additionally, expectations for dollar strength have been falling since January, and the dollar index (DXY) was down nearly 10% year-to-date through the recent survey period. What are managers’ views as we enter the second half of 2017?
Asian megafarms’ sustainability risks could ‘derail investor returns’ [updated]
Dutch investor among those backing report into Asian food producers