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Chinese stocks are cheap – but for good reasons

Chinese stocks are trading at an “undeniably cheap” 11.9 times earnings. But they are cheap for good reasons, and this may not be the buying opportunity it appears to be. ....

Jamie Dannhauser , Ruffer Matt Smith , Ian Williams , David Brenchley , Party Congress , Nasdaq Golden Dragon China , Mike Coop , Morningstar Investment , Sofia Horta , Matt Smith ,

Currencies: the yen just keeps on tumbling

The Japanese yen is trading close to a 20-year low with the US dollar, with the Bank of Japan in no rush to raise interest rates. ....

United Kingdom , Omkar Godbole , Satoshi Sugiyama , Maki Shiraki , Haruhiko Kuroda , Marc Chandler , David Brenchley , Russ Mould ,

India: the next global growth engine

India's stockmarket is booming, up by 37% so far this year, and the BSE Sensex index has delivered an annualised return over the last five years of more than twice that of the FTSE 100.  ....

United States , United Kingdom , Jeff Prestridge , Mebane Faber , Bhaskar Chakravorti , Praveen Jagwani , David Brenchley , Aberdeen New India Investment Trust , Cambria Investment ,