Add this topic to your myFT Digest for news straight to your inbox
Hardest-hit prices have rebounded fast, from commodities to EMs
Danger is that those switching into supposedly safer stocks will find they have paid over the odds
Manufacturing shrinks at fastest since the aftermath of Lehman’s collapse, survey shows
Stockpicking must take heed of corporate fundamentals
The Fed is responding to EM turmoil much earlier than it usually does, writes James Mackintosh
Valuations as good a guide to returns as anyone can expect to get
The real has been worst-hit currency in the past month
Short sellers in Japan hurt as Nikkei 225 bounces almost 8%
Covering of trading positions might have spurred share gains
Britannia no longer rules the waves, and one must hold foreign assets to diversify risk
Supply reductions could support prices, but lower output means less money left over for shareholders
Reserve selling means yields rise more than Fed expects
Investors who hold their nerve and play the long game win out
Equities remain overpriced but may be least worst option
Equities may cause a Fed delay — and benefit from it
Like the boiled sweet, China’s landing may be hard on the outside but soft in the middle
After years of ignoring the problems in emerging markets, developed shares and bonds overreacted
Investors are buying insurance against breaking of currency peg
Simple errors have largely been eliminated but oddities remain
Boring dividend-payers are beating the market again as bond yields fall
Worries about a drastic weakening of currency overplayed
Easing of secular stagnation would threaten popular trades
International Edition