All China articles – Page 15
-
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.
-
White papersThree Investible Themes in China A-Shares
The China A-Share market presents a compelling opportunity for quality growth managers, thanks in part to its growing new economy.
-
White papersCross Asset Investment Strategy: September 2018
Italian budget discussions are going to intensify as the 27th of September approaches, date of publication of the document outlining the new budget law and when there should be more clarity on the key economic projections and deficit targets.
-
White papersTrade War Costs to Consumers, Companies and Nations
The trade war between the U.S. and China is showing no sign of abating. What are the costs of the tariffs to consumers, companies and the two nations?
-
White papersEmerging or submerging? For investors, that is the question
The world is not just changing, it is being reinvented. Shanghai perhaps, is the epitome of the transformation that we are witnessing. The Bund and its stunning art deco architecture are still there, but across the river, the old fishing village of Pudong has been turned into a forest of magnificent skyscrapers. It is China’s hypermodern interpretation of a 21st century Manhattan.
-
White papersAsset Class Return Forecasts: Q3 2018
The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020.
-
White papersChina Assets hit by trade talks: what expect from now
The US-China relationship appears to be deteriorating. US recently published a list of an additional $200bn of Chinese products subject to 10% tariff rates that will be put forward for the public hearing process by 30 August and could possibly be implemented in September.
-
White papersAre Global Investors Ready for China?
China onshore stocks and bonds account for around less than 2% of most foreign investors’ portfolios. But this will soon change.
-
White papersWhat to know about investing in China
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
-
White papersMagnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
-
White papersGlobal Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
-
White papersCross Asset Investment Strategy: May 2018
While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing.
-
White papersGlobal Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
-
White papersEconomic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
-
White papersCan Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
-
White papersTen key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
-
White papersIs a pivotal change in the Chinese economy hiding in plain site?
With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.
-
White papersHouse View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
-
White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
-
White papersGlobal Market Outlook for 2018: An End or a Beginning?
2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors.
