All China articles – Page 11
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White papersThree 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 papersThe 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 papersChina: 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 papersChina’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 papersChina 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 papersDeveloping 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
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White papers*A 3-D outlook for Asia & China equities – domestic, digitalisation, diversification*
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to an effective control of the pandemic. Asia is again the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, the largest economy in the region, continues its structural transition toward higher quality growth. In our view, the stage is set for Asian and Chinese equities to do well again this year.
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White papersChina to exert greater financial discipline in 2021
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy.
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White papersChina’s strategy supports a bullish view on emerging Asia
China’s economic policy focus on domestic and, by extension regional, growth argues for a bullish view on Asian emerging markets in the face of the far-reaching effects of the COVID-19 pandemic.
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Asset Manager NewsGLP Establishes $675 Million China Value-Add Real Estate Fund
Fund will invest in modern logistics assets in GLP Park Lingang in Shanghai, the biggest and most advanced port-based logistics park in China
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White papersChina Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
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White papersFirst in, first out: what next for China?
As China emerges from the disruption wrought by the Covid-19 pandemic, we consider our outlook for the world’s second-largest economy. China is embarking on an ambitious strategy to transition its economic model, while also attempting to drive more sustainable practices.
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White papersEmerging woes
China and India are jostling for greater geopolitical influence, within the emerging world and beyond. Their ambitions are manifold. For instance, China aims to lead the world in AI technology, India to take China’s manufacturing mantle. But over the long run, they won’t achieve their aims through armed conflict on some high Himalayan glacier.
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White papersEurope, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?
There are many pitfalls looming. Some concern China, the United States and Europe, while others are more targeted, notably on China or on the relationship between China and the United States. Some traps concern geopolitics (the Thucydides trap, the Kindleberger trap, the Herodotus trap, the Tacitus trap, the Chamberlain - Daladier trap and the cold war trap), while others deal with purely economic issues (the middle-income trap, the inflation trap, the stagflation trap and the debt trap).
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White papersInvestor’s Guide to the Second-Most Important Economic Challenge
After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
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White papersWhy this time may be different for Chinese equities
In the past, China’s stock markets were prone to boom and bust. After a rally that has seen the CSI 300 index rise by around 17% since March, David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, explains why this time may be different for China’s equity markets.
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White papersChina Property: Recovery From the COVID-19 Lockdown
After initial shocks, China’s property markets have regained strength. Strong home price growth and overheated land prices could attract policy intervention as regulators seek to instill a stable housing market, economy and financial system.
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White papersA new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
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White papersWhy investors in China private equity might be missing out on most of the market
The domestic Chinese private equity market is developing faster than many international investors realise, but without the right fund structure investors may miss the best opportunities. We explain why.
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White papersInvestors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
