All China articles – Page 15
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White papersThe Great Disappearing Trade Deal
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.
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White papersInvesting in China: Tapping into Long-Term Opportunities
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.
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White papersChina’s Great Wall of Worry: Myths vs. Realities
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.
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White papers
Evaluating the Effects of China’s Pork Crisis
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.
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White papersUS-China trade: continuing the talks while making the war
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.
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White papersThe Case for China Logistics
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.
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Grain, Oilseed Prices Dance to a new Global Tune
As global crop production diversifies geographically, prices for corn, soybean and wheat are becoming more sensitive to currencies like the ruble and real.
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White papersFX Leadership
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?
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White papersHow to Approach a More Accessible Chinese Equity Market
As China continues to open up its capital markets to international investors and its representation in the global equity opportunity set expands, there is no doubt that investors are on the cusp of an exciting chapter for Chinese equities. Historically a closed asset class, China A-shares have become more accessible to global investors as the Chinese government introduced a number of measures to encourage foreign participation.
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White papersUS v China: the real agenda behind the trade war
Not since the Cold War has the US had a serious rival superpower. Even in that period of intense nuclear paranoia, a sign mounted inside the Pentagon proclaimed: “If we ever faced a real enemy, we would be in deep trouble”. With the rise of an increasingly powerful, influential and technologically advanced China, that adversary could have arrived.
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White papersChinese consumers: your country needs you
Consumption now accounts for over half China’s economy, but spending is decreasing
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White papers
China: Looking at Growth Past the Trade War
China’s growth is decelerating, it is loaded with debt and is involved in a high stakes trade war with the United States. Despite these issues, China’s economy appears to be holding up better than one might have expected. In fact, China’s growth could even accelerate in 2019 in response to aggressive monetary easing.
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White papersChina more appealing based on progress in trade negotiations
The recent statements following the bilateral meetings between the US and China suggest that important progress has been made, and more details are emerging compared to the quiet early January round.
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White papersTwo Investable Themes in China
The China A-Share market presents a compelling opportunity for quality growth managers, with note two investible themes: a growing middle class and healthcare spending growth.
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White papersAsian Equities: US-China relationship to remain critical
Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.
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White papersCore Matters - Leveraging on “Made in China 2025”
Since its access to the WTO in late 2001, China has seen a stellar rise of its economy, managing to raise its nominal GDP eight-fold and to become the largest export economy in the world. Its exports shares in several products, especially in computers or mobile phones are beyond 80% of world exports and in a multitude of other items, the country also plays a dominant role.
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White papersPost-G20 Market Implications for U.S. – China
The G20 meeting yielded the U.S.-China trade war cease-fire and the Russia-Saudi Arabia pact to curb oil output. How will they pan out in 2019?
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White papersFrom G20: Short-Term Relief, But It Is Not The Final Word On Trade Disputes
The latest G20 demonstrates some temporary progress in the US/China relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranche of tariffs for the rest of US imports from China ($267bn) is also further delayed, at least. China has found the right entry point to give some concessions to the US on sensitive topics for President Trump.
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White papersGlobal Trade War: Where Do we Stand Now? What Impacts?
A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the trade dispute between the two countries and on the potential impacts of a trade war.
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White papersChina & Brazil: Currencies on Diverging Paths?
The election of a new leader in Brazil and the escalating Sino-U.S. trade war could send their currencies, the real and yuan, on diverging paths.
