China

Company vulnerable to potential Evergrande default

IT best opportunity

Disorderly default unlikely

Potential hit for property sector

Mainstream indices are a poor reference point for investors in China

China Education, an investment holding company for private higher education services, is affected by the increased regulatory risk premium the market is panicking about, but in our opinion, it is not directly impacted by the latest regulations.

Crypto "most successful Ponzi scheme of all time"

Huge increase in SOE defaults

In the middle of last year, Mark Hawtin, manager of the top-performing $853.7m GAM Star Disruptive Growth fund, changed his mind about the future relevance of digital currency.