Economics

Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just be looking at a “Goldilocks moment” for the country’s growth prospects – not too hot, not too cold, just right.

According to Goldman Sachs, the SNB’s exchange rate ceiling against the Euro is often seen as a binding constraint on its future interest rate decisions. But the exchange rate commitment is only likely to become a constraint on rate decisions if the CHF remains close to the 1.20 level against the Euro....

The slowdown of the Chinese economy, as reflected by GDP growth in Q3 2014, is not particularly serious. While there was a slight deceleration, GDP nonetheless increased by 7.3% year-on-year and by 1.9% quarter-on-quarter.