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Rise in margin lending stokes fears of China bubble

Margin loans to buy equities in China have risen to their highest level in five years, prompting fears that speculation on rising prices could lead to a rerun of a notorious stock market bubble that burst in 2015. Total margin finance in China reached Rmb1.27tn ($184bn) on Tuesday after more …

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Markets Now – Wednesday 8th July 2020

With the chancellor due up in about an hour, here’s how the afternoon is likely to pan out. Rishi Sunak will attach big sounding numbers to some pleasant sounding concepts. Twelve milliradians for green initiatives, 14,000 bogomips towards each new work experience placement in the booster industries, that kind of …

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Stocks struggle as US virus outbreaks threaten recovery

Global stocks struggled to gain ground following signs that a surge in US coronavirus cases could undermine a recovery in the world’s biggest economy. Japan’s Topix index edged 0.3 per cent higher in early Asia-Pacific trading on Wednesday while Australia’s S&P/ASX 200 and South Korea’s Kospi both fell 0.5 per …

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Why foreign investors are losing faith in Japanese stocks

Two things were surprising about Shinzo Abe’s September 2013 appearance at the New York Stock Exchange. The first was the spectacle of a Japanese prime minister playing the broker and urging investors to “buy my Abenomics”, referring to his signature revitalisation programme. The second was how many of them took …

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High expectations leave no room for error

Contrasting views are seldom rare when reading market outlooks, particularly at the moment given the backdrop of rising Covid-19 cases coinciding with the opening up of economic activity in a number of countries. Concerns over new infection waves weighed on equities, with Wall Street surrendering early gains late in the …

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Lansdowne to shut $2.8bn hedge fund after weak returns

Lansdowne Partners, one of Europe’s oldest and best-known hedge fund managers, is planning to shut its flagship hedge fund after a long period of poor performance. The Mayfair-based firm, once regarded as the gold standard of equity investing, will close its $2.8bn Developed Markets fund run by Peter Davies and …

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Markets Now – Tuesday 7th July 2020

A good thing about the coronavirus — at least relative to the very many extremely bad things about it, to be clear — is that it generates a huge amount of data. It’s a brand new global macro indicator that overarches all trends and has fresh numbers available each day …

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