All China articles – Page 4
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White papers
Understanding China’s local government debt risk
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out have raised market concerns about billions of dollars in local government debt which has been seen as ‘the canary in the coalmine’. The issue with impoverished Guizhou’s sizeable debt burden is illustrative of problems at China’s local government financing vehicles (LGFVs).
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Podcast
All The Credit, Ep. 38: Outlook on China
A discussion on China’s re-opening, growth forecast, and more.
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White papers
Under the Macroscope: China’s consumption triangle—a possible trinity
China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.
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White papers
Financial reform in China – A step forward, or backward?
In early March, at this year’s National People’s Congress, China’s leaders approved the State Council Institutional Reform Plan. It sets out to restructure government ministries and regulatory bodies to enhance policy and reform efficiency. For financial markets, the overhaul of the financial regulatory regime will be the main point of interest: Could it spell progress or regression in achieving a better outcome in the trade-off between stability and efficiency in capital allocation?
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White papers
Primonial REIM Real Estate Convictions Q1 2023
The unexpected resilience of the European economy has led to an improvement in the business perspectives for 2023. However, the ECB has once again chosen to increase its interest rates to limit the impact of inflation, which is expected to decrease by the end of the year.
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White papers
Climate change: Ignore China at your own peril
China has a vital economic self-interest in tackling climate change according to Marcus Weyerer, Senior ETF Investment Strategist, and it is not by accident that in recent years the government has taken a global lead in the matter.
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White papers
Ramping up the US-China chip rivalry: Who will suffer the most?
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing to block direct company investment in advanced tech areas such as artificial intelligence, 5G wireless and quantum computing. How much China suffers will depend on whether the country has enough knowledge to sustain its own development of advanced tech. There is evidence that it has.
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White papers
China’s Green Enablers Deserve a Place in Equity Funds
Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.
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White papers
Emerging Markets Insights: Headwinds for EMs from higher bond yields
Three things we’re thinking about today:
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Video
Outlook for China: When one door opens…
In our latest video insight, Silvia Dall’Angelo, Senior Economist, identifies the biggest opportunities and challenges faced by China’s economy on the road to reopening.
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White papers
Commodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papers
ISA Briefing: China’s great reopening
After nearly three years of enforcing a comprehensive approach to COVID-19, involving frequent testing, rigorous contact tracing and strict border quarantines, China unexpectedly ended its zero-COVID policy in early December 2022.
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Asset Manager News
GLP Capital Partners maintains strong fundraising momentum across strategies in 2022
$12.3 billion in equity commitments raised across real asset and private equity strategies
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White papers
China reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive. The main channels are through tourism, goods imports and commodity prices.
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White papers
Sustainable Global Equity Report, Q1 2023
China’s road to reopening should act as a catalyst for emerging markets and global growth in general, while retaining a focus on common prosperity and decarbonisation.
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White papers
Hong Kong China Equities: Finding Value Amid the Reopening
An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.
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White papers
All change in China, now it’s over to the consumer…
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater China & Asia/Global Emerging Market (GEM) Equities, underlines the positive implications for equity markets in 2023.
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White papers
Prospects for Chinese consumers: 2023 and beyond
To ensure future prosperity, China’s economy needs to evolve into one driven by consumption. The country can no longer rely on the low-cost manufacturing that drove its phenomenal growth in recent decades. The Q1 issue of Futureturns, our quarterly report on thematics and trends in equity markets, explores the outlook for China’s consumer transition. Is it still on track?
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White papers
Will China grow old before it grows rich?
China aims to become a high-income country. Can the world’s second largest economy achieve this without the favourable demographic tailwinds that helped shape the preceding four decades?