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China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
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’s three Cs: COVID, consumption and credit
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
China’s Economic Rebalancing Casts a Cloud on Property
The far-reaching implications of China’s efforts to rebalance its economy.
China’s economic rebalancing casts a cloud on property
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.
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.
e-CNY: slow burn to rapid acceleration?
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
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.
Emerging market equities: same storm, different boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.