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With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
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.
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.
A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.
Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.
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.
Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Assessing the impact of the coronavirus outbreak and potential implications for investors.
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.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.
