All China articles – Page 2
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VideoChina Equity Q4 2025 report: The rewards of a disciplined and dynamic approach
When we launched our China Equity Strategy in July 2022 it was during a tough period for the asset class. However, we did not just see risks, we saw opportunities. Despite various headwinds, we saw enduring potential in a market that remains one of the most dynamic in the world – and that conviction has been rewarded.
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White papersChina: Strategic Choices in a Changing Century
China and the US have agreed on a one‑year pause in their trade war, signalling a willingness to manage risks. While both remain committed to enhancing their own supply‑chain and technology autonomy, this “ceasefire” should not be interpreted as a strategic reset; rather, it’s a pragmatic step towards coexistence.
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Asset Manager NewsGLP’s Hidden Hill Capital Establishes RMB 500 Million Clean Energy Advanced Materials Fund
Shanghai and Singapore, 28 October 2025 – Shanghai and Singapore, 28 October 2025 - GLP’s Hidden Hill Capital (“Hidden Hill”), the private equity arm of GLP China, announced the closing of a new clean energy advanced materials fund with RMB 500 million of equity commitments. The Fund was anchored by Tianqi Lithium, a leading new energy materials company, and Anhui Advanced Materials Industry Strategic Investment Fund.
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Asset Manager News120 MW GLP Changshu Southeast Data Center Fully Contracted
Shanghai and Singapore, 22 October 2025 – GLP Pte Ltd (“GLP” and with its subsidiaries the “Group”), a leading global thematic business builder, investor and investment manager, today announced that it has signed a new digital infrastructure service contract and pre-lease agreements with a leading technology company for Phase II of GLP Changshu Southeast Data Center.
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White papersU.S.-China trade tensions: From complacency to concern
From complacency to concern: Recent escalations in tariffs and export controls between the U.S. and China have jolted market complacency, bringing trade risk back into focus as a potential headwind for growth and tech-heavy portfolios.
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White papersHow China’s anti-involution policy is rewiring global green tech
China is taking aim at one of its most persistent economic ailments: involution. Originally rooted in anthropology, the concept now underpins a sweeping policy shift aimed at curbing hyper-competitive, self-defeating dynamics in sectors like solar, lithium batteries and electric vehicles. Beijing’s campaign to curb margin-eroding competition is reshaping the risk-reward profile of China’s clean tech sectors, and sending signals global investors can’t afford to ignore.
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Asset Manager NewsGLP announces close of China Income Fund XIV with approximately RMB 2 billion AUM
Shanghai and Singapore, 15 September 2025 – GLP Pte Ltd (“GLP” and with its subsidiaries the “Group”), a leading global thematic business builder, investor and investment manager, today announced the close of GLP China Income Fund XIV (“CIF XIV”) with nearly RMB 2 billion of assets under management in partnership with a leading global institutional investor.
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White papersChina Real Estate Credit: Leaner, Improved Quality and Higher Yields
After a period of difficulty, the Chinese property sector may be ready for its close-up.
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VideoInvesting in a changing China
With policy support picking up but uncertainty still in play, Sandy Pei, Lead Portfolio Manager, China Equity, shares how the team are navigating risks and uncovering value across the country.
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White papersEngagement Case study: ANTA Sports Products
How we engaged with a China-based sportswear company
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Asset Manager NewsGLP Secures Landmark RMB 2.5 billion Investment for China Data Center Business
Shanghai and Singapore, 26 August 2025 – GLP Pte Ltd (“GLP”), a leading global thematic business builder, investor and investment manager, today announced the signing of a landmark strategic partnership agreement with Zhejiang government-affiliated entities, who will invest a total of RMB 2.5 billion into GLP’s China data center business.
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White papersChasing the sun: China leads global race to build solar power
China has significantly increased its solar power capacity in recent years and it now leads the pack globally, surpassing all other countries combined. As different regions adopt varied approaches to renewable energy, the global energy transition is complex and operates at multiple speeds.
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White papersChina Bonds: Diversification potential beyond the Dollar
Strategic Allocation in a Shifting Global Paradigm: UBS (Lux) Bond SICAV – China Fixed Income (RMB)
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White papersPlatform wars: How competition could reshape China’s gig worker economy
China’s vast army of gig workers is the backbone of the country’s digital economy, powering consumption and logistics infrastructure. Despite offering flexibility and opportunity, the gig economy also presents challenges such as weak labour protection and income insecurity.
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White papersInvesting for change: China’s world-leading electric vehicle industry
As many countries attempt to phase out fossil fuels, electric vehicles (EVs) have become ubiquitous – and China is leading the way. Sitting at the intersection of technology, sustainability, and global growth, the Chinese EV sector is an emblem of China’s global ambitions.
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White papersWatching for a renaissance in China equities
A unique combination of a mixed economic picture, cautious investor sentiment and active government support is creating a favorable setting for stocks
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White papersA tech transformation for China?
Despite lingering concerns over its property sector, recent data from China suggests the world’s second largest economy is weathering the tariffs storm, helped by a burgeoning tech sector.
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White papersChina’s growth set to hit target in 2025
“Resilient China’s growth highlights the economy’s ongoing efforts to adjust trade partnerships and manage tariff-related challenges, keeping it on track to reach its growth target for 2025.”
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White papersFive insights on what is driving innovation in China
From electric cars to artificial intelligence, Chinese companies continue to innovate and scale at a rapid pace despite trade restrictions.
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White papersThe Hang Seng surge
While global investors remain cautious, there are signs that a once-unloved allocation call could re-enter the mainstream.
