Hong Kong

Focusing on key enablers of new mobile tech

How China is recovering from Covid-19

Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.

Calm heads and hope needed to weather storms

Laying the groundwork for future bull markets

Moved beyond a 'single demand shock'

Preparing for volatility before market calms down

Global head of strategy and UK & international CEO

For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.

As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.