End of ‘currency wars’ in sight

Policy shifts in China and Russia offer hope

Chinese munis will help curb shadow banks

Beijing hastens launch of municipal bond market

Sceptics underestimate Japan policy shift

Bank of Japan has gone far beyond Draghi-style promises

Investors are right to resist high capex

There has been a boom in both capex and shareholder payouts in US

Beware a heady bond market rush in Athens

Capital market success may distract from essential reforms

Time running out for the market riggers

Demand for safe and risky assets has left both looking highly valued

Weaker renminbi could be China’s subprime

Further fall would hit strategies based on view of ever-rising currency

EMs increasingly unstable amid taper fallout

Wobbles spread across Argentina, developing Asia, Turkey and Brazil

Rate rise pattern is different this time

Higher Treasury yields with low policy rate heighten risks

Property crash risk to China shadow banks

Capital outflows and falling property values could create cascading losses

Reports of death of EM are exaggerated

Volatility is par for the course with emerging markets

Myths of the property market

There’s more property on sale than you think

Eurozone risks losing its good looks

Shift into current account surplus not all good news

Bonds are security blanket for investors

Fixed income plays important role in buffering risk in portfolios

Australia’s luck runs out as China slows

Reasons to be bearish on currency and country grow daily

Tranquil markets mask geopolitical risk

Trend is not necessarily investors’ friend this time

Stock market debuts alive but yet to roar

Amid the hype of the IPO rebound there are reasons for caution

China financial distress all too visible

Country’s economic change will have deflationary consequences

Release oil from US reserve to hit Russia

World oil price could drop $10-$12 per barrel

Fed drains punchbowl but others replenish

Private sector activity replacing Fed stimulus as market driver