Section
China
609 posts
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…
Trade Friction Escalates; China and Canada Face U.S. Sanctions
by Greg Valliere, AGF Management Ltd. LEGISLATION IS STALLED on Capitol Hill, but the Trump Administration is determined…
A Closer Look at China's Economic Resilience
by Andrew Mattock, CFA, Winnie Chwang, Tiffany Hsiao, CFA, and Michael Oh, CFA, MatthewsAsia As the global economy…
U.S. and China: A World of Two Asset Classes?
by Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager, Matthews Asia As we look at emerging from…
5 things to know about Chinese and emerging market stocks
by Talley Leger, Invesco Canada As the world remains in the grip of the coronavirus, we’ve received many…
China Is Bouncing Back, but Can We Trust Its Numbers?
by Andy Rothman, Matthews Asia China's economy looks to be well on its way to recovering from the…
Is China a Safe Haven?
by Andy Rothman, Matthews Asia After an initial cover-up and more than 3,000 deaths, China appears to have…
