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China’s Economic Rebalancing Casts a Cloud on Property
China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

China Tech Sector: Evolving Regulations, Same Compelling Themes
China Technology

China Tech Sector: Evolving Regulations, Same Compelling Themes

Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.

eCNY: Slow Burn to Rapid Acceleration?
China

eCNY: Slow Burn to Rapid Acceleration?

How the People’s Bank of China’s e-CNY has the potential to rapidly reshape the payments industry.

How Is China Facing up to Changing Demographics?
China

How Is China Facing up to Changing Demographics?

A discussion of China’s challenges and responses to an aging population and what this means for investors.

The Great Transition: Demographic Change in China
China

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.

Emerging Market Equities: Same Storm, Different Boats

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.

How Are China’s Stock Markets Developing and Evolving?
China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.

China: What Can Investors Expect in the Year of the Metal Ox?

China: What Can Investors Expect in the Year of the Metal Ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

China: Resilient Despite Challenges
China

China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.