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When China A shares sneeze, the rest of the world catches a cold

When China A shares sneeze, the rest of the world catches a cold

China suspended its circuit breakers programme this week, rather embarrassingly only a short time after it was implemented.  It became clear very quickly the circuit breakers only fanned the flames of panic.  Yesterday the market in China closed a little after 15 minutes post opening, which gives an indication of the panicked rush for the

Is the heat coming out of the markets?

Is the heat coming out of the markets?

Earlier this week we witnessed markets behaving in a manner that we have been expecting and waiting for. It’s comforting to see the extreme heat come out of asset markets – but we’re not suggesting a couple hundred points off the FTSE 100 suddenly represents great value. Valuations are still pushing levels that we deem to be expensive and unsustainable, whilst bonds,

Martin Gray joins former co-manager Sullivan at Coram AM

Martin Gray joins former co-manager Sullivan at Coram AM

Martin Gray is to join his former Miton co-manager James Sullivan at his new venture Coram Asset Management.  He will join the newly formed business in the new year, having left Miton early in the summer of this year… [Source: Hannah Smith – Investment Week – November 17, 2014] Read the complete article

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