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Market GPS 2021

PORTFOLIO MANAGER OUTLOOKS

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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.

First In, First Out of COVID: How Has China Fared?
China Coronavirus

First In, First Out of COVID: How Has China Fared?

A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.

China: Moderation Expected After a Steady Early Recovery
China Coronavirus

China: Moderation Expected After a Steady Early Recovery

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.

The Political Struggle among Hong Kong, China and the United States
China Emerging Markets

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.

How Is China Slowly Emerging from the Coronavirus Aftermath?
China Coronavirus

How Is China Slowly Emerging from the Coronavirus Aftermath?

How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Markets Fear a Global Coronavirus Pandemic
China Coronavirus Volatility

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

COVID-19: Assessing the Impact on Property Markets

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Coronavirus: Does it Change the Outlook for Chinese Equities?
China Coronavirus

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
China

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

Coronavirus: Assessing Financial Market Impacts
China Coronavirus Volatility

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.