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Global Perspectives: ESG Is More than a Score
A discussion on why ESG analysis is more than just a "score" and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
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The far-reaching implications of China’s efforts to rebalance its economy.
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
How the People’s Bank of China’s e-CNY has the potential to rapidly reshape the payments industry.
A discussion of China’s challenges and responses to an aging population and what this means for investors.
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
The impact of “re-shoring” and rising cross-border flows on Chinese markets.
Considering the massive investment implications of China’s decarbonization plan.
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
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.
With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.