Andrew Van Sickle: After more than a decade of poor performance, emerging markets (EMs) have staged a comeback this year. The benchmark MSCI EM index has gained more than 20% in US dollar terms. What

“America has progressed from infancy to senility without passing through a period of maturity.” So said a character in one of Ian Fleming’s short stories in 1960. He was wrong then – or, was he, as so

China’s stockmarket is booming, but renewed animal spirits are not yet helping the wider economy, says Lee Ying Shan for CNBC. More than $3trn in market capitalisation has been added across mainland a

They say health is wealth, but healthcare investors might disagree. The sector has had a tough time over the past few years. Policy noise in the US has been a major headwind recently, but even before

There may be few things that UK prime minister Keir Starmer and US president Donald Trump agree upon, but one of them is the benefits of nuclear power. The centrepiece of Trump’s recent state visit to

The dots appear to contradict one another, puzzling observers. How to connect them? Inflation over the last five years has been double the Federal Reserve’s target. Why then, does it cut its key lendi