All China articles – Page 14

  • Chinese local currency debt coming of age
    White papers

    Chinese local currency debt: coming of age

    10 October 2019 By Pictet Asset Management

    China’s onshore renminbi-denominated bond market is an emerging asset class of global significance.

  • What Do We Really Want From China? And What Can We Reasonably Expect?
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    What Do We Really Want From China? And What Can We Reasonably Expect?

    4 October 2019 By Barings

    Even an unexpected trade deal this week between the U.S. and China will not alter the trajectory of two alternate political, economic and social models coming to terms with each other as a fresh decade dawns.

  • Investing In Chinese Onshore Debt - Overcoming the storm
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    Investing In Chinese Onshore Debt - Overcoming the storm

    26 September 2019 By Pictet Asset Management

    Writing in the South China Morning Post Cary Yeung head of greater China debt explains why the country’s USD13 trillion onshore bond market is well-placed to overcome a weak yuan and the trade war.

  • Trade War Escalation And Impact On World Trade And Economic Growth
    White papers

    Trade War Escalation And Impact On World Trade And Economic Growth

    18 September 2019 By Amundi

    Trade tensions re-escalated during the summer. Starting on 1 September, the US Administration introduced new tariffs and China retaliated simultaneously. More tariffs are likely from the US side, including an increase in tariffs already in place from 25% to 30% and new tariffs on the last tranche of imported goods from China. Concerning extra-tariffs measures, in August the temporary licences granted to US companies to operate with Huawei were extended upon their expiration but, so far, with no additional structural guidance.

  • china a weighty issue
    White papers

    China: A weighty issue?

    1 September 2019 By Coronation Fund Managers

    Much time and effort has been devoted to under- standing the recent rise of China as a major global economic power. It is, however, important to also note that China (or at least the precursor territories making up modern China) was the largest single economy in the world until the late 1800s and had been so for several hundred years. This isn’t surprising, as people have lived a subsistence or agrarian existence with fairly low output per capita for most of human history.

  • changing china
    White papers

    Changing China

    1 September 2019 By Baillie Gifford

    In little over 40 years, China has emerged onto the global scene as a key player in the world economy. It has regained a self-confidence last seen centuries ago. This rapid ascent has prompted change in global ideas about politics, economics and world order. Rather than rush headlong into capitalism, China has tried to modernise the planned economy, implementing incremental changes and downplaying any discussion of the ultimate goal.

  • us china trade war
    White papers

    US-China Trade War: Walking a Tightrope

    23 August 2019 By Amundi

    Donald Trump proposed additional 10% tariffs on a further US$300 billion worth of Chinese imports from 1 September. This is surprising, given that the two countries appeared to have found some common ground at the G20 meeting in June. However, the truce was short-lived and China responded with its own set of measures in form of a suspension of US agricultural imports and currency devaluation, which could further escalate the situation.

  • Are Distressed Small Banks Putting China’s Banking System at Risk?
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    Are Distressed Small Banks Putting China’s Banking System at Risk?

    21 August 2019 By AllianceBernstein

    It’s been 20 years since a Chinese bank failed. But recent bailouts of three regional lenders have raised concerns about systemic problems in China’s financial sector. While risks have grown for China’s smaller banks, we believe that the Chinese banking system remains robust.

  • The impact of African Swine Fever on the agricultural industry: a complex puzzle
    White papers

    The impact of African Swine Fever on the agricultural industry: a complex puzzle

    15 August 2019 By Nuveen

    The outbreak of African Swine Fever (ASF) in China is making headlines as it impacts the biggest pork market in the world. Industry experts consider this a ‘transformational event’ for the global pork sector that is ‘creating a devastating effect. 

  • Will trade tensions reshape the world order?
    White papers

    Will trade tensions reshape the world order?

    8 August 2019 By Federated Hermes

    The protectionist wave will almost certainly have a chilling effect on the global economy. But trade growth was slowing well before the US-China spat. In the latest Ahead of the Curve, we assess whether the tariff war is disruptive or merely accelerating trends already underway. And will we find opportunities in this fragmented global system, or only challenges?

  • Time is running out to solve China’s debt bubble
    White papers

    Time is running out to solve China’s debt bubble

    7 August 2019 By Columbia Threadneedle Investments

    Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.

  • China’s Currency Weakness- Not as Bad as it Seems—Yet
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    China’s Currency Weakness: Not as Bad as it Seems—Yet

    7 August 2019 By AllianceBernstein

    China’s currency depreciated this week, with the exchange rate rising to more than 7.0 renminbi per US dollar, unnerving investors and markets worldwide. Here’s the good news: we don’t think the renminbi will continue to weaken at the same pace.

  • The Great Disappearing Trade Deal
    White papers

    The Great Disappearing Trade Deal

    5 August 2019 By Barings

    The Great China Trade Deal evaporated before our eyes last week and investors should stop hoping it back into existence. In the increasingly tense relationship between Washington and Beijing, tariffs, retaliation and escalation are all just part of the furniture now.

  • Investing in China: Tapping into Long-Term Opportunities
    White papers

    Investing in China: Tapping into Long-Term Opportunities

    19 June 2019 By Barings

    Ghadir Cooper, Global Head of Equities, recently joined a round table with Pensions & Investments to discuss the opportunity set in China. Despite slowed growth and trade concerns, she believes there are several reasons why investors should remain optimistic.

  • China’s Great Wall of Worry: Myths vs. Realities
    White papers

    China’s Great Wall of Worry: Myths vs. Realities

    5 June 2019 By AllianceBernstein

    China’s rise as a preeminent economic power makes it impossible for globally minded investors to ignore. With the integration of China’s domestic-listed equities and bonds into major global indices, the potential of investing in the broad economy is increasingly opening to the world. It’s time, then, for investors to familiarize themselves with misconceptions that can distort the view of China’s economy and corporate landscape. 

  • White papers

    Evaluating the Effects of China’s Pork Crisis

    20 May 2019 By AllianceBernstein

    African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market.

  • US-China trade: continuing the talks while making the war
    White papers

    US-China trade: continuing the talks while making the war

    14 May 2019 By Amundi

    In our opinion, investors should dismiss the idea that talks could break down, albeit uncertainties remain. Recent work has focused on details and wording, with the majority of the agreement document having been completed. However, several major issues remain, and on these it is largely up to Trump and XI to make final decisions.

  • chinalogistics2_banner_1184_400-1024x346
    White papers

    The Case for China Logistics

    16 April 2019 By LaSalle Investment Management (Real Estate - Asia)

    China’s logistics sector is anchored by the country’s large population and economic base, and its domestic long-term fundamental growth drivers, despite the rise of global trade protectionism.

  • White papers

    Grain, Oilseed Prices Dance to a new Global Tune

    4 April 2019 By CME Group Inc.

    As global crop production diversifies geographically, prices for corn, soybean and wheat are becoming more sensitive to currencies like the ruble and real.

  • FX Leadership
    White papers

    FX Leadership

    1 April 2019 By CME Group Inc.

    Can the U.S. dollar maintain its leadership of global currencies amid a decelerating economy and the China trade war elevating risk in the United States?