Article | 22 March 2017
Martin Lau, Managing Partner at First State Stewart Asia, talks about what he looks for in Chinese stocks and some of the challenges of being a long-term investor in the market.
Article | 17 March 2017
The US economy has recovered from the 2015 ‘industrial recession’, energy markets are resurgent and Trump has inspired consumer and corporate confidence – it feels like these are the glory days for US infrastructure.
Article | 16 March 2017
After a very slow start to its monetary policy normalisation process, with only one rate hike in both 2015 and 2016, the US Federal Reserve (the Fed) today entered a new, more active phase for monetary policy.