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  • What to know about investing in China download

    White papers 31 May 2018

    There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.

  • Asia’s ‘great moderation’ holds promise for equities download

    White papers 8 September 2017

    Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.

  • Is China’s economy turning Japanese? download

    White papers 3 August 2017

    Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.

  • How China rules the waves download

    White papers 28 April 2017

    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.