China

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Equities

09DEC 2019

Outlook 2020: Emerging market equities

Why there is reason to be optimistic on the outlook for emerging market equities in 2020.

2019

OCTOBER

24OCT 2019

Equities

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

18OCT 2019

Economic Views

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

14OCT 2019

Economic Views

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

SEPTEMBER

24SEP 2019

Equities

Eight charts that explain the growing importance of China A-shares

More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.

06SEP 2019

Economic Views

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

AUGUST

05AUG 2019

Economic Views

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

JULY

15JUL 2019

Economic Views

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.