The case for Chinese equities
in charts
Falling inflation brightens US outlook
market snapshot
China trading at valuation discount as growth soars
Chart of the month
Why now is the right time to invest in China
Fast reading Concerns around China’s handing of the Covid pandemic and volatility in the country’s property market has weighed on the valuation of Chinese equities, which are trading at discounts not seen for more than two decades. The government’s abandonment of its strict zero-Covid policy at the turn of the year should provide a boost […]
Meet the Manager: Martin Todd
What’s your role at Federated Hermes? I’ve been at Federated Hermes for 10 years as an analyst and portfolio manager. Currently I’m a portfolio manager on two equity strategies here at Federated Hermes. I’m the lead manager on our Sustainable Global Equity Fund and co-manager on the Impact Opportunities Equity Fund. How did you get […]
Emerging markets debt: Clouds of political uncertainty set to lift
Fast reading In February, Bola Tinubu was declared the winner of Nigeria’s closely contested election. While the president-elect faces a range of economic challenges, improvements in Nigeria’s external accounts from the opening of the Dangote oil refinery provide cause for optimism. Parliamentary and presidential elections are scheduled to take place in Turkey on 14 May, […]
Home away from home
Chart of the month
Nearshoring opportunities brighten Mexico’s outlook
Fast reading: Manufacturing exports account for 40% of Mexico’s GDP. However, its US$400bn exports to the US are smaller than China’s almost US$600bn1. The country is forecast to seize a further US$150bn of export value in the next five years. The US Inflation Reduction Act, which privileges companies producing electric vehicles in the US-Mexico-Canada free […]
New data hints rate hiking is far from over
market snapshot
Outlook for China: When one door opens…
Fast reading: The abandoning of China’s strict zero-Covid policy late last year and the announcement of a range of stimulus measures should drive a resurgence in outbound travel, an easing of global supply-chain pressures, and an increase in growth both domestically and more widely. Owing to its size and rapid development, China had been a major […]
