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Category: Views & Analysis

HomeViews & Analysis (Page 15)

Sanjiv Shah, Chief Investment Officer, speaking on the US jobs data and likelihood of a rate hike by the US Federal Reserve:

“The US NFP data released today is much stronger than expected and has already set a positive tone for US stocks, with bond yields rising by 10 base points across the curve.” “These figures, held alongside Yellen’s statement last month, give us a strong reason to believe that a December ...

Sanjiv Shah, Chief Investment Officer, speaking on the South African economy:

 “In 2015, we have seen a huge decline in commodity prices, particularly metals and energy, and this has had a major impact on the country which was already suffering from high budget and fiscal deficits. The currency has declined by 18% against the US dollar in 2015 as concerns about ...

A Spectre of Bad Debts Haunt China

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Mihir Kapadia, CEO, speaking on the emerging Markets crisis and the looming Fed rate hike:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...
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