All China articles – Page 10
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White papers
Community Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world and
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Asset Manager News
GLP Lists Landmark $910 Million Chinese Real Estate Investment Trust
GLP C-REIT is the first logistics C-REIT listed on the Shanghai Stock Exchange
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White papers
RMB internationalisation: the new commanding heights
In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.
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White papers
China in the global inflation scare
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons to be concerned.
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White papers
China’s vast opportunity set – Best enjoyed undiluted
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent.
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White papers
The inherent risks of crypto currencies – When bitcoin meets China’s CBDC
Increasing regulatory control, due to central banks protecting their economic policy sovereignty and national governments seeking to control climate change, is an imminent risk for cryptocurrencies. In particular, China’s official digital currency is ‘anti-cryptos’.
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White papers
Shining a spotlight on solar in China
Advancements in technology and innovation are allowing more sunlight to be converted into energy, and the scope for future growth is considerable.
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White papers
Emerging Markets Charts & Views - Navigate the cyclical recovery and ride the long-term opportunities in energy transition and Asia
The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across advanced and emerging economies, hinging critically on the virus cycle and the success of vaccine campaigns.
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Asset Manager News
GLP Closes RMB 5.8 billion China Income Fund II
Fund seeded with 13 modern logistics facilities in prominent locations across China
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White papers
Unveiling the outlook behind China’s distorted Q1 GDP report
China’s economy grew robustly in the first quarter of 2021, at least on the face of it. However, underlying growth momentum has slowed. This should reduce any risk of monetary tightening that investors are worried about.
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White papers
A Crack in China’s debt foundation
Bonds issued by China’s biggest distressed debt asset manager just lost 40% of their value—how concerned should we be?
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White papers
The Evolution Of China’s Lending To Emerging Markets
Why we expect a more selective approach in the future.
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White papers
Behind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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White papers
Bridging the ESG Gap in China
As more international investors seek opportunities in China, it has raised awareness and interest in ESG. Our Michael Lai looks into the ESG challenges local businesses face.
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White papers
Three Focal Points For The U.S.- China Relationship
The recent U.S.-China summit kicked off with U.S.-China relations at a low point. The ongoing shift in U.S. policy towards China—hastened under the Trump administration with the support of both political parties—was long in the making and effectively ended the U.S. doctrine of strategic engagement that facilitated China’s global rise during the preceding four decades.
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White papers
The case for Chinese Treasuries
What is in short supply at the moment for fixed income investors are high-yielding, lowly-correlated bonds with solid macro underpinnings: China ticks all of those boxes.
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White papers
China: Policy and investment implications under Biden
The first 100 days in power for any new presidential administration is never easy. With US-China relations at arguably their lowest point in 50 years, the administration of US President Joe Biden will have to make some difficult policy decisions that could affect the balance of the world’s two largest economies. How could the relationship evolve over the next four years?
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White papers
China’s disinflation and implications
China has abandoned its ‘growth at all cost’ push and is sticking with its deleveraging and structural reform policy despite the trade war with the US and COVID-19 shocks. This has resulted in a constrained growth environment.
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White papers
China and EM: growth and policy Q&A
Our emerging markets strategists attempt to answer some of the questions often asked by our clients.
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White papers
Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities