Janus Henderson Blog
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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
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?
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?
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
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
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?
The impact of “re-shoring” and rising cross-border flows on Chinese markets.
The Far-Reaching Investment Implications of China Decarbonization
Considering the massive investment implications of China’s decarbonization plan.
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
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 Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.