Negative impact of US tariffs
Last Friday saw a number of China's A-shares included in MSCI's global and regional indices for the first time, writes Martin Gilbert, co-chief executive of Aberdeen Standard Investments.
Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year?
Resumed 2015 trend depreciation
Reform a 'gargantuan' task
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
Less focus on renminbi depreciation
If you think you have seen a lot of Chinese tourists lately, you probably have not seen all of them yet as the growth cycle for the tourism sector has just started.
Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.