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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.
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.
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?
A discussion of key risks and opportunities for Chinese equities.
Emerging Market Debt: A Pivotal Year for China
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected
Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.
Global Tech Stocks: 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
How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.
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 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.