Our analysts are constantly speaking to clients and reading headlines from around the world to extract implications on the performance of emerging markets. Here are a few articles our top research talent has been reading in this week’s Emerging Market View:
China Recovery at Risk as Factory Growth Eases - CNBC
“China’s economic recovery is weaker than expected and companies looking for a fast rebound will be disappointed. However do not expect aggressive policy from the government as employment is still relatively stable.”
-Shijie Chen, Practice Leader for Asia Pacific Research
Emerging Markets Gain From Central Bank Reserve Shift - Financial Times
“Even traditionally risk-averse central banks are now diversifying their reserves into emerging market bonds, a trend that is expected to increase in the future.”
-Sam Osborn, Senior Analyst for Global Analytics
China Manufacturers Survive by Moving to Asian Neighbors - The Wall Street Journal
“More production moves out of China and into Southeast Asia (ASEAN) - a trend only likely to become more common as we move towards the year 2015 and the formation of the ASEAN Economic Community is completed.”
-Shishir Sinha, Analyst for Asia Pacific Research
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