China

October's reading up again at 6.2%

Inflation above target

Sports, hospitality, and entertainment sectors recovering

Common themes have become apparent

China and India stymied commitment to end coal use and fossil fuel subsidies

China’s focus is on developing its “soft” power as it seeks to grow its global influence.

Former EM fund-of-funds and New Thai trusts

Progress is being made on the ground

Short-term volatility

Digitisation more prevalent post-Covid