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.