Measure for measure

The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.

The National Party Congress will leave the Chinese President more powerful than ever before. What does this mean for China – and the world?

While the UK and US bluster towards new trading arrangements, the ASEAN region is quietly showing how it’s done, writes Ed Wiltshire.

India’s economy lags China’s in many areas, but in one crucial respect it has the edge: its favourable demographic profile. But will India be able to capitalise on this advantage?

The behavioural biases of investors offer opportunities to outperform so long as you avoid falling into the same traps, argues, Giles Parkinson.

There are signs China’s credit cycle has begun to turn, with big implications for other emerging markets, writes Will Ballard.

Amazon surprised the market with its $13.7 billion acquisition of Whole Foods, but as the company extends its reach into new sectors, will antitrust regulators begin to scrutinise its activities more closely?

European equities, weighed down by political concerns, have appeared undervalued for a year. However, with political risk fading and the euro zone economy simultaneously strengthening, that could be set to change.

The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. There are plenty of instances where the opposite is true, although accurately assessing companies’ long-term prospects is not straightforward, writes Giles Parkinson.

The rise of Amazon.com has forced traditional retailers to adapt their business models. But who will be the winners – and losers – in the battle with e-commerce?

Identifying companies set to benefit from technological change will be a major driver of future investment returns. Avoiding the losers will be just as important.

The difficulty in developing a model that accurately predicts equity duration means few managers pay much attention to the concept. And yet, just because it’s a tricky task, doesn’t mean it should be ignored.