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What if global COVID spread mirrors China?
Major countries are now adopting radical social distancing policies, which may or may not be as effective as the lockdown in China’s Hubei province in late January.
Chinese monetary stability suggesting policy success
Chinese February money / credit numbers are hopeful, signalling stable monetary conditions despite the coronavirus shock.
Global tech: actively managing the coronavirus impact
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
Markets fear a global coronavirus pandemic
Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.
Chinese money trends weak before virus hit
Chinese money and credit numbers for January were probably little affected by the coronavirus shock, which had limited economic impact until this month.
Coronavirus: does it change the outlook for Chinese equities? UK
Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.
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Has the virus shock improved monetary prospects?
The global manufacturing PMI new orders index reached a 13-month high in January but narrow money trends suggested that it was on course to peak around April and relapse into mid-year.
Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Chinese PMI softening before virus hit
Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.
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Is Euroland monetary strength also reversing?
Incoming monetary information continues to disappoint: Euroland money measures barely rose in December.
Auspicious times ahead in the Year of the Rat?
As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.
Chinese firms less downbeat on credit conditions
A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.