George Magnus

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Emerging market growth seems to have hit a brick wall: UBS

Economist George Magnus, Senior Advisor to UBS says China's December Purchasing Managers‘ Index (PMI) number was hardly unexpected. China‘s political activities are weakening its economy, he added.
Loss of central bank traction puts mandates under scrutiny

The turbulent response of equity, commodity and emerging markets marks this as a rare, if not singular instance in recent years of markets reacting so negatively to an ostensibly dovish policy signal from the Fed.
Prefer US equities; see euro, yen weakening: George Magnus

In Japan, the government policies don't seem to be working the way they intended them to and the fiscal stimulus announced by Bank of Japan is likely to put pressure on the central bank to print more money, feels UBS economist, George Magnus.

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George Magnus

Emerging market growth seems to have hit a brick wall: UBS

Loss of central bank traction puts mandates under scrutiny

Prefer US equities; see euro, yen weakening: George Magnus