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Slowing China growth to prompt further stimulus
Craig Botham, Emerging Markets Economist at Schroders, comments on China's Q4 GDP figures and gives his views on what to expect in 2015: "China’s economy expanded 7.3% in the final quarter of last...
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'A Postcard from India' by Craig Botham
Following his recent trip to India to meet with companies, government officials and private sector analysts, Craig Botham, Emerging Markets Economist at Schroders, shares his findings in 'A Postcard...
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India's central bank condones Modi's budget, Schroders' Craig Botham comments
In a surprise move, the Reserve Bank of India (RBI) cut the repurchasing rate by 25 basis points to 7.5% this morning, in an off-cycle meeting. This is the second time it has taken such action this...
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Emerging market debt approaches turning point
James Barrineau, Co-Head of Emerging Market Debt Relative, comments on how tomorrow's Federal Open Markets Committee (FOMC) announcement could mark an inflection point for emerging market debt: There...
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China's crashing market could hurt economic growth
Below Craig Botham, Emerging Markets Economist at Schroders, comments on the recent fall in the Chinese market. China’s market has provided perhaps the most exciting ride for investors so far this...
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China – strong growth, fragile foundations
Schroders' Emerging Markets Economist, Craig Botham, comments on the latest GDP figures from China …… while it has defied the sceptics for now, we do not see much in the data to encourage us about the...
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Eastern Europe with Great Opportunities for Long/Short Equity Strategies
• Wermuth Eastern Europe Long/Short Strategy (WEELS) remains best performing Russia-focused strategy over 10 years • Impact investments to benefit from new industrial revolution, especially in emerging...
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Global Market for Islamic Financial Services up 12% to $2trillion
Islamic financial services sees rapid growth topping $2 trillion in 2014 As the 2015 World Islamic Economic Forum (WIEF) kicks off in Kuala Lumpur, a new Islamic finance report published today by...
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China: Facing collapse or slow decline?
Are the bearish calls that China is in the throes of a collapse correct? Earlier this month, Schroders' Emerging Markets Economist Craig Botham spent a week in China. In his 'postcard from China' Craig...
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Reasons for investors to be optimistic as we move into a big week for global...
Headlines and events cause uncertainty leading to buying opportunities Despite “volatility, uncertainty and headwinds” there are several key reasons for investors to be cheerful as we enter into “an...
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Five observations for 2016
By Michael Stanes, Investment Director at Heartwood Investment Management The coming year is likely to see slightly better growth prospects than in 2015. The current economic expansion is expected to...
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Bayut.com closes $20 million investment round
UAE property portal Bayut.com sees rapid growth The UAE’s Bayut.com has closed a $20 million Series C venture round, a mere four months after its Series B funding that added $9 million to the popular...
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Should global investors be quite so concerned about China?
On the back of today's dissapointing Chinese manufacturing PMI figures, Emerging Markets Economist Craig Botham focuses on the volatility and weakness that has been visible in China's equity and...
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Have emerging markets reached a nadir?
Ahead of tomorrow's Brazilian GDP growth figures, Schroders' Emerging Markets Economist, Craig Botham comments on Brazil's current economic problems and gives his outlook for the rest of the BRIC...
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China – One Year on From the Panic
By Jade Fu, Investment Manager at Heartwood Investment Management We have held direct exposure to Chinese equities across our portfolios since late 2014. We also believe that the performance of the...
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Emerging market debt approaches turning point
James Barrineau, Co-Head of Emerging Market Debt Relative, comments on how tomorrow's Federal Open Markets Committee (FOMC) announcement could mark an inflection point for emerging market debt: There...
View ArticleClik here to view.
China's crashing market could hurt economic growth
Below Craig Botham, Emerging Markets Economist at Schroders, comments on the recent fall in the Chinese market. China’s market has provided perhaps the most exciting ride for investors so far this...
View ArticleClik here to view.
China – strong growth, fragile foundations
Schroders' Emerging Markets Economist, Craig Botham, comments on the latest GDP figures from China …… while it has defied the sceptics for now, we do not see much in the data to encourage us about the...
View ArticleClik here to view.
Eastern Europe with Great Opportunities for Long/Short Equity Strategies
• Wermuth Eastern Europe Long/Short Strategy (WEELS) remains best performing Russia-focused strategy over 10 years • Impact investments to benefit from new industrial revolution, especially in emerging...
View ArticleClik here to view.
Global Market for Islamic Financial Services up 12% to $2trillion
Islamic financial services sees rapid growth topping $2 trillion in 2014 As the 2015 World Islamic Economic Forum (WIEF) kicks off in Kuala Lumpur, a new Islamic finance report published today by...
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