China

M&G's Fedeli: Taking on the CIO role, 'the big industry disruptor' and global opportunities

Investment

M&G's Fedeli: Taking on the CIO role, 'the big industry disruptor' and global opportunities

Expanding areas of knowledge

clock 13 June 2024 • 9 min read
TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

Emerging markets

TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

Headwinds to Chinese valuations

clock 29 May 2024 • 2 min read
'Big Short' Michael Burry doubles down on Chinese tech investments amid slow recovery

Global

'Big Short' Michael Burry doubles down on Chinese tech investments amid slow recovery

JD.com becomes Scion's top holding

clock 16 May 2024 • 1 min read
William Blair's Todd McClone: Divergent paths between China and India

Emerging markets

William Blair's Todd McClone: Divergent paths between China and India

Dominant emerging markets

clock 16 May 2024 • 4 min read
Friday Briefing: Does China carry an unfair geopolitical risk premium versus the US?

Economics

Friday Briefing: Does China carry an unfair geopolitical risk premium versus the US?

Friday Briefing

clock 13 May 2024 • 5 min read
Federated Hermes' Pines: Impact of second Trump term on stock markets is 'overemphasised'

US

Federated Hermes' Pines: Impact of second Trump term on stock markets is 'overemphasised'

Amid rising tensions with China

clock 02 May 2024 • 1 min read
Emerging markets ex-China ETFs enjoy moment in the sun as investors snub China over 2023

ETFs

Emerging markets ex-China ETFs enjoy moment in the sun as investors snub China over 2023

65% average net asset increase

clock 29 April 2024 • 4 min read
China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

Asia

China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

Beats expectations

clock 16 April 2024 • 2 min read
Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Asia

Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Transitioning to less property-reliant GDP

clock 10 April 2024 • 2 min read
EFG's Afzal and Gerlach: A letter from Hong Kong

Asia

EFG's Afzal and Gerlach: A letter from Hong Kong

Notes from recent investment trip

clock 28 March 2024 • 4 min read
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