All China articles – Page 12
-
White papers
Health Care: The Next Wave Of Innovation In China
In this issue of Trends Reinforced, the Emerging Markets Equity team reviews long-term healthcare investment opportunities in China.
-
White papers
Hong Kong-China Equities: Accelerating Areas of Opportunity
As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.
-
White papers
Investing in the first in, first out theme: opportunities in Asia
The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the pandemic and supported by fiscal and monetary actions. Strong fundamentals pave the way for a strong catch-up in Asia, driven by China.
-
White papers
Emerging ESG Trends in China
As China’s equity markets gradually open up to foreign investors, Chinese companies could face greater scrutiny, according to Franklin Templeton Emerging Markets Equity’s Michael Lai.
-
White papers
There’s More Than Huawei To Find Conflict With China
Growing tensions with China could lead to decisive reactions from Donald Trump and now Boris Johnson. U.S. retail sales are expected to improve in June, and the ECB will likely be in wait-and-see mode to assess the monetary measures it has already taken.
-
White papers
“The World’s Factory” Reopens
Just as Chinese manufacturers are coming back online, the rest of the global economy is still struggling to contain the outbreak. With overseas demand for Chinese manufactured goods weakening, where does demand come from? How might this affect China’s economy?
-
White papers
A New Cold War?
U.S.-China relations have been tested over the course of the pandemic. There are rising concerns that a potential decoupling of the two countries could usher in a new cold war, which may bring negative impacts to the overall global economy. How might this affect China?
-
White papers
US-China Trade Tensions Resurface as Lockdowns Lift
As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface.
-
White papers
Why Have Chinese Stocks Held Up So Well?
China’s stock markets have been remarkably resilient. As the world’s second-largest economy emerged first from the virus-induced shock, corporate earnings downgrades were relatively contained while government stimulus was preserved for future use.
-
White papers
Preparing Chinese Holdings for Potential US Action
Tensions between the US and China are flaring up again, but tariffs probably aren’t on the table this time. With pressure mounting on Chinese stocks listed in the US, including those widely held in emerging-market portfolios, investors need to consider how to prepare for the mounting risks.
-
White papers
Investing in China: Consumers and technology recovering
This Equity Markets issue offers a window into post COVID-19 economic recovery.
-
White papers
What We Can Learn from China’s Rapid Normalization
China is further along the coronavirus curve than much of the rest of the world and is on a fast path toward normal. We think its experience bears close watching—not only because China is a major contributor to global economic activity, but also because there will likely be important takeaways for the rest of the world as other countries plan their own reopenings.
-
White papers
China: Coming out of COVID-19
Looking at the economic outlook for 2020 just a few months ago, there’s no doubt times have changed. Many investors are wondering how to navigate the supply and demand shocks derived from the coronavirus, and questioning, where do we go from here? In this article we focus on COVID-19 impact on China, and how this might trigger an acceleration in the adoption of products or behaviours that some long-term themes will benefit from.
-
White papers
Market weekly – Chinese equities – ahead of the curve
Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.
-
Asset Manager News
GLP Closes US$2.1 Billion China Income Fund I
New and existing investors include seven Chinese institutional investors
-
White papers
China Recovers
China was the first economy to be struck down by COVID-19, but that means it is the first to recover—and its onshore bond and equity markets may be a good place to get exposure.
-
White papers
Is Vietnam Ready to Fill China’s Supply Chain Gaps?
When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.
-
White papers
Exports’ dependence to China and Asia of more than 70 countries
The Coronavirus is expected to have a significant impact at least on China Q1 GDP figure. This will affect many countries firstly through exports to China (including tourism). As shown in charts below and as expected, China’s share in total of exports is high for most of Asian countries particularly for South Korea, Hong Kong and Mongolia. Including Japan, share of exports to Asia for Asian countries is above 50% except for China, India, Sri Lanka and Kazakhstan.
-
White papers
Full Economic Implications of Coronavirus Largely Unknown
The impacts of coronavirus could be more detrimental—and last longer—than many observers previously thought.