Why summer storms loom for investors

Pressure on EMs, concerns on China and US rate make explosive package

Trigger for global shift into renminbi

Inclusion in IMF’s special drawing right currency unit could prompt $100bn of official buying

China tech to gain index inclusion boost

Plans to include Alibaba and others in MSCI EM index could feed bubble or bring some stability

S&P 500 needs stronger company commitment

Corporate investment can drive earnings and lift returns

Bond markets out of kilter with rate reality

Complacency on policy expectations keeps front-end yields low

Low bond liquidity presents little risk

The main effect will be higher cost of capital, says Pimco’s Douglas Hodge

FUYANG, CHINA - JULY 07: (CHINA OUT) Investors observe the stock market at a stock exchange hall on July 7, 2015 in Fuyang, Anhui Province of China. Chinese shares rebounded to 3,700 points from 3585 points on Tuesday, while by the end of Tuesday's close, the benchmark Shanghai Composite Index dropped 47.72 points, or 1.26 percent, to close at 3728.19 points. The Shenzhen Component Index slid 700.17 points, or 5.80 percent, to 11375.60 points. (Photo by ChinaFotoPress/ChinaFotoPress via Getty Images)
©ChinaFotoPress via Getty Images

Investors cannot see through market froth

Bubbles will be clearer as central banks start to normalise policy

Companies can invest and conduct buybacks

Robust investment and rising shareholder returns set to continue

Euro project still has mountains to climb

Lessons that can be learnt from Greece’s flirtation with euro exit

Rates must rise to avert next crisis

Capital is being driven into increasingly speculative investments

China share shock has lasting impact

Falling renminbi puts pressure on exporters to the country

China stock bust good for global markets

Liquidity-driven boom was always built on shaky ground

Eurozone market calm clouds ‘Grexit’ risks

Beijing’s inability to stifle rout provides grim counsel for ECB

Currency skirmishes become pitched battles

Competitive devaluations raise threat of full-blown protectionism

US markets not immune from Greek turmoil

Equities and corporate bonds vulnerable to risk aversion

Why Grexit odds are probably 99% wrong

Range of estimates reveals markets’ inability to price political risks

Rethink needed for monetary policy role

Iceland’s reform proposals may go too far but are worth consideration

Debt clouds hang heavy over emerging Asia

Export route to economic growth also blocked as world trade slows

Do not bank on China QE to refuel stocks

Beijing’s local government debt swap does not create new money

Chinese share swings have wider resonance

Foreign investors may be deterred, hindering internationalisation