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What lies ahead for Chinese equities in the Year of the Tiger?
Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.
Emerging market debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
Global tech: keeping perspective in a complex environment
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
China tech sector: evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
The great transition: demographic change in China
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
First in first out of COVID, how has China fared?
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Markets fear a global coronavirus pandemic
Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.