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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.
Rising bond yields — a validation of recovery or a challenge?
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
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 Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
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.
The End of an Era: Emerging Markets Prepare for a Post-Globalization World
With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
Investment Considerations of a Bipolar World
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.