China

Dividend paid through capital reserves

Predicts short-term slowdown

Overweight India vs China

Chinese stocks are certainly experiencing tough times. Year-to-date, the FTSE China 30/18 Capped Net Index, a broadly diversified equity measure, is down nearly a quarter. It is also trading more than 40% below its all-time high less than one and a half...

Both have hit problems in 2022

'Bleak' outlook

£5bn net inflows

Definition is hard to pin down

40% earnings growth

‘We just have to live with it’