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China
510 posts
Can Investors Avoid Rising Supply Chain Risks?
by Jeffrey Kleintop, CFA®, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
Asian Supply Bottlenecks Add To Breakneck Inflation
COVID-19 continues to cause supply chain disruptions across Asia. by Viabhav Tandon, Northern Trust Though the COVID-19 pandemic…
China Policy Moves Strengthen the Case for the Local Market
by Ning Meng, China A-Share Strategy Leader , and Alan Yip, Head of Portfolio Solutions - Asia Pacific,…
What does heightened China risk mean for investors?
by Noriko Chen and Victor Cohn, Equity Portfolio Managers, Capital Internation Asset Management The selloff in China’s equity…
How is China’s crackdown on big tech impacting emerging markets?
by Soeren Soerensen, Russell Investments The current wave of regulatory intervention by the Chinese government has been far…
China's crackdown intensifies. What does it mean for emerging markets investors?
by Alex Cousley, Russell Investments On the latest edition of Market Week in Review, Investment Strategist Alexander Cousley…
Is China’s Bear Market an Opportunity?
by Jeffrey Kleintop, CFA®, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
Are recent high-profile bond defaults a threat to China’s outlook?
by Alex Cousley, Russell Investments A number of high-profile Chinese state-owned enterprises defaulted in November 2020, notably Yongcheng…
Year of the Ox: Bullish for China?
by Jeffrey Kleintop, SVP, Chief Global Investment Strategist, Charles Schwab & Company Key Points China’s growth for 2021…
5 reasons why EM equities could power ahead in 2021
by Kent Chan, Victor Kohn, F. Chapman Taylor, Capital Group Has the tide finally turned for emerging markets…
Non-U.S. stocks: A potential opportunity amid the market mayhem?
by Alex Cousley, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategy Analyst…
China After COVID
by Andy Rothman, Matthews Asia With the coronavirus largely under control in China, we have an opportunity to…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
China's Investment in Developing Economies
Emerging markets are developing richer, more consumer-led economies as China expands its infrastructure investments and trade relationships. by…
