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African equity insider reveals infrastructure hotspots

VIDEO: Citywire A-rated Malek Bou-Diab believes bank and real estate bets could prove big winners in regional upswing.

China trading at ‘close to no-brainer’ levels, says GLG’s Cole

VIDEO: EM specialist says A-shares market is home to host of quality bets that many investors are overlooking because of macro concerns.

Boutique chief: ‘stunning’ crowding in divi stocks

VIDEO: Dan C Chung believes the hunt for yield is reaching a natural conclusion as defensives’ valuations are pushed sky high.

Chai House Chat: lack of bond market liquidity is ‘new normal’

VIDEO: Regina Borromeo says opportunities in the bond market are hampered by stricter rules but this is how all investors must now operate.

Global macro star reveals crisis survival strategy

VIDEO: AAA-rated Lucio Soso describes how he is betting on Brazil and tapping fixed income in his ‘go anywhere’ approach.

Krautzberger: ECB will hold fire…but extend QE next time round

VIDEO: Speaking ahead of the ECB’s July meeting, BlackRock’s Euro fixed income chief expects action to be delayed until later in the year.

AA-rated Althof: ECB will up its game on inflation

VIDEO: Central bank is likely to pick-up efforts if eurozone inflation remains stubbornly, the Pimco fund manager believes.

Chai House Chat: why Argentina’s outlook is piping hot

VIDEO: Alquity’s head of LatAm says reforms can drive a meaningful recovery but backs a surprise candidate to emerge as the region’s power player.

JPM’s Sheikh: Brexit takes financial crisis to next level

VIDEO: Blockbuster multi-strategy manager reveals where he is buying – and what to avoid – in the post-vote world.

Chai House Chat: Modi lacked capacity to carry out reforms

VIDEO: In the first episode of our new series, Citywire AA-rated Sunil Asnani reveals where trouble is brewing in the Indian economy.