All China articles – Page 17
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China: A Green Giant in the Making
China is dropping its focus on “dirty” industrial growth, while making a massive shift toward renewable energy and a less resource-intensive path to economic success. This reorientation could open up substantial opportunities for equity investors.
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Asia’s ‘great moderation’ holds promise for equities
Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.
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China’s upcoming National Congress and the outlook for investors
China’s biggest political event this year, the 19th National Congress, takes place in October or November. In the run-up to the event, the government is maintaining a stable stance that should minimise risk and support investor appetite.
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APAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
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Cross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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China-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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Cross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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Exploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
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Asia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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Three Emerging Opportunities (Almost) Nobody’s Talking About
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to find them. Here are three themes we think deserve a bigger spotlight.
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Cross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
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How China rules the waves
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
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Cross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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Rebalancing China: Reality, outlook and opportunities in Real Estate
Much has been touted about China rebalancing into a consumer-based economy, and indeed, a quick search of the terms “China consumption” on the internet reveals more than 130 million results.
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Global Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Spheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
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Luxury retail real estate: poised for growth or close to the limit?
The retail real estate sector is increasingly polarised between secondary locations and shopping destinations with a luxury profile. This divergence reflects two factors: the increasing significance of e-commerce and the growth of luxury shopping tourism. Can we expect this trend to continue?