All China articles – Page 4
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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?
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White papers
Real Estate Convictions: Asset Manager’s View of the European Real Estate Markets
2022 saw a more pronounced than expected global slowdown, due to Russia’s invasion of Ukraine, rising inflation, a tightening of financial conditions and the persistence of the Covid-19 pandemic in China.
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White papers
ETF: The China equity rally is not over yet
Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter last year.
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White papers
China’s Reopening Bodes Well for Asian Fixed-Income Markets
Markets have responded warmly to China’s easing of its zero-COVID policy, although it’s not clear yet how quickly or smoothly the country’s economy will recover. While some bumps in the road are likely, we expect China’s reopening could lead to further gains in Asian credit and currencies in 2023.
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White papers
Crouching Tiger, Hidden “Rabbit”
Read more on how 5G technology plays a pivotal role in the Chinese live-streaming e-commerce market.
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White papers
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
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White papers
A Delayed Reckoning
Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
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White papers
China’s structural growth - From opportunities to challenges with risks
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one of growth challenges, characterised by reform fatigue, resistance to change and diminishing returns on investment. Looking ahead, what will drive China’s long-term growth?
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White papers
Emerging-Market Equities: Can the Bounce Be Sustained?
It’s been a long, hard slog for emerging-market (EM) equities. Since peaking in late 2010, EM stocks have underperformed global developed equities amid a confluence of macroeconomic and market headwinds. Now, a regime change unfolding in global markets may actually help improve conditions for beleaguered developing-world stocks.
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White papers
Asian credit outlook: a bright spot in 2023
After 2022 marked one of the worst years on record for fixed income, Asia is expected to be the world’s bright spot in 2023. We believe Asian credit reached a bottom in early November 2022 and is now on the ascendent due to China pivoting away from its zero-Covid policy and back towards a pro-growth stance, as well as the emergence of clear US disinflationary trends.
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White papers
FinTech equities: trends to watch in 2023
Excessive valuations in our FinTech universe are now largely gone, contributing to a positive 2023 outlook, in our view. We are increasing our exposure to upcoming FinTech companies.