All China articles
-
White papersAny port in a storm: China’s maritime dominance and section 301
Followers of financial markets over the past decade will undoubtedly have heard of Section 232, the subsection of the Trade Expansion Act of 1962 that has been used as the legal justification for the implementation of tariffs on goods such as steel and aluminum.
-
White papersWhat Raising the Trade Drawbridge Means for the World Economy
Trade wars threaten longstanding trade partnerships and could weigh on the global economy.
-
White papersWhen geopolitics meets innovation – China’s DeepSeek raises stakes in AI arms race
The emergence of China’s DeepSeek has disrupted the AI landscape and challenged the prevailing narrative about the dominance of the US in this rapidly evolving technology. But could this breakthrough reshape the competitive world of AI – and create potential opportunities for investors?
-
WebinarWebinar with Bin Shi – From pessimism to prosperity: How to navigate the China equity turnaround
It is a complex moment in the world today, with disruptive forces on many fronts driving rapid market movements. While China’s equity market has always been fast-moving, volatility has been particularly high recently as sentiment turned optimistic seemingly overnight.
-
White papersHow to turn Chinese consumption around
What is limiting Chinese spending and what is Beijing doing about it?
-
White papersLocked ‘n’ loaded and ready to fire: first take on China’s National People’s Congress (NPC)
Premier Li Qiang kicked off the annual meetings of the National People’s Congress (NPC) with the government’s Work Report, marking the nation’s biggest political event of the year. Besides a busy calendar of political decision-making, the NPC is also closely watched by markets as Beijing sets the course for the economy and macro policies for the remainder of 2025.
-
White papersForget the Magnificent 7: Meet China’s Terrific 10
China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.
-
White papersThe Year of the Snake: Our outlook for China in 2025
As China enters 2025, its economic future will be influenced by market trends, policy changes, and the implications of Trump’s presidency. Hear from our China Equity team as they explore the key developments shaping markets and what investors should expect moving forward.
-
White papersChina’s ‘Sputnik moment’
China’s tech sector is surging, fuelling a broader market rally that has grabbed investor attention. With top Chinese companies taking a lead in innovation, the country is gaining influence in cutting-edge industries like AI. Can it sustain the momentum?
-
White papersWhat Does the DeepSeek Halo Teach Us About Chinese Stocks?
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
-
White papersChina market terminology explained
Chinese companies that are incorporated and listed in the People’s Republic of China (PRC) generally issue A-, Band H-share classes. Depending on where they are listed, these Renminbi (RMB)-denominated shares may trade in different currencies.
-
White papersOffshore ambitions: China’s outsized role in decarbonising the world
China’s burgeoning offshore wind energy sector could present a wealth of potential opportunities for investors as the country continues to transition to a low carbon economy. We explore how wind energy is pivotal in the quest for net zero, and how Zhongtian has emerged as a key player in the space.
-
White papersSeeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
-
White papersHow has DeepSeek disrupted the AI landscape?
The launch of Chinese start-up DeepSeek’s artificial intelligence model triggered a rout in US technology shares as we entered the final week of January. Nvidia, the chipmaker that has been at the centre of the AI boom in the past couple of years, saw its share price drop around 17%, wiping out approximately US$600 billion in market cap value. Jeffrey Lin, Head of Thematic Technology Equities, and Johnny Hughes, Investment Director, analyse the potential implications of DeepSeek’s achievement for investors and the development of AI, and explore the long-term opportunities from this emerging technology.
-
White papersArtificial intelligence – Still positive after the sell-off
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model apparently showing a performance comparable to that of the leading US models. The unexpected development could disrupt the paradigm of a quasi-monopolistic position for leading US chip manufacturer. This concern led to a major fall in valuations of some prominent tech companies. Markets have since recovered most of their poise. Here we give our view on these developments.
-
White papersHow Chinese companies craft their own future
Excerpts from the “China outlook 2025” session at the Greater China Conference 2025
-
-
White papersFocus on China
Investors learned the hard way that, without belief in fundamentals, one can still make money in China. Over the summer of 2024, the prevailing sentiment was ‘ABC’ (Anything But China) – a full-blown existential crisis framing China as an uninvestable asset class. In late September, China equities rallied an average of 25% on the back of official talk, triggering a widespread ‘buy everything’ sentiment, as the fear of missing out spread across the market.
-
White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Outlook for China in 2025
Heading into 2025, US exceptionalism may be one of the most consensus views in the market. With Trump retaking power, there are Goldilocks expectations for the early part of the year with anticipated tailwinds such as deregulation, improving corporate and consumer optimism and continued easing monetary policy.
-
