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11 min read
China’s stock markets have surged since September’s stimulus announcement. Valuations, combined with more optimism, could yet support the rally. But the lack of bold reforms thus far suggests that waiting before significantly committing could be the best approach for investors.
13 min read
With global equities more than ever dominated by US stocks and US equities themselves increasingly skewed towards the tech sector, Niall Gallagher analyses the role European equities could play as portfolio diversifiers.