Periphery holds while centre falls apart

QE has induced volatility in German bonds and relative calm elsewhere

Investors on ‘safe asset’ starvation diet

What happens when shortage shrinks: indigestion or big sell-off?

OmniVision for a grounded China bull run

Private equity approach to relisting company in the country

How to combat threat of Asian deflation

Trend is not temporary and should not be ignored


Reasons not to see start of ‘big one’ in Europe’s bond swings

Treasury yields have been taking their cue from Bunds, but we are not yet on the brink

Why an open Iran offers extensive upsides

A nuclear deal could stimulate an accelerated transition and pave the way to stability and growth

Welcome outbreak of sanity for bonds

Jump in yields last week shows market signalling function still works

Where German bonds lead the world follows

Bund yields will remain low in historical terms

EU weakness shows in bid to flex its ABS

Attempt to revive ‘sliced and diced’ loans put on back burner

Investors must prepare for lower returns

Low valuations allow room for error but shares are no longer cheap

China share in global indices set to rise

Renminbi’s growing international stature will draw assets

German bonds measure success of ECB QE

Big swings in 10-year Bund yields of late could have wide repercussions

Do not follow the herd into Chinese stocks

Investors should look beyond banks, telecoms and energy

Why Japan is vulnerable

Foreign inflows could trigger spike in rates which would hit its banks, writes John Plender

New rules only lower bank risk in theory

True risk of financial institutions is understated, says Satyajit Das

Greek contagion still on global risk list

Reduced liquidity and crowded trades mean danger remains

Prepare for a rough ride in EM bonds

Good times are ending for corporate borrowers in emerging markets

China takes steps to address debt problem

Borrowers and lenders likely to get help from central bank rate cuts

Investors must look beyond US assets

Global diversification should offer better risk-adjusted returns, writes BlackRock’s Russ Koesterich

A ‘flash crash’ or two gives needed jolt

Too much volatility is harmful but too little and behaviour will not change