Please find this month’s Market Commentary newsletter which contains our view on the stock market based upon fundamental and technical analysis along with some recommended investments for the current market.
Cool economic winds from China have left the FTSE 100 nursing its worst monthly losses since May 2012 after a week that saw global stock markets shaken by concerns over the world’s second largest economy. London’s leading share index lost 6.7% during August while the pan-European FTSEurofirst 300 shed 10% over the same period.
With China forming less than 5% of the UK’s export market, we feel that the sell-off has been overdone and that the correction does not fundamentally alter the state of this bull market. In this month’s commentary, we look at the outlook for the Chinese economy, outline why now is an opportunity to add equity exposure and, for those who are already invested, we look at the importance of staying in the market.