CPD: China’s next phase – what persistent supply-side growth means for global markets

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China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a... Read more continue reading

CPD: Why Asia, why now?

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The investment playbook has long been anchored by the security of the Australian sharemarket, notably the ASX200. Investors have leaned on the ‘big four’ banks for yield and the mining... Read more continue reading

Why private credit capital is looking East

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Private credit is entering a more demanding phase. For much of the past decade, the asset class benefited from a highly supportive macro backdrop. Rising base rates, coupled with floating-rate... Read more continue reading

China’s next chapter – from doubt to dominance

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“In recent years, many investors have asked whether China remains investible. Between the property downturn, regulatory tightening, and geopolitical frictions, global capital turned away from Chinese equities in favour of... Read more continue reading

Reflation on the cards for China following announcement of next five-year plan

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The next five-year plan from the Chinese government is likely to move the country from deflation to reflation, according to portfolio manager of Man GLG Asia Opportunities Fund, Andrew Swan.... Read more continue reading

India Holds Firm Amidst Global Headwinds

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The Indian equity market came under pressure in 2025 amidst a domestic growth slowdown and adverse US policy actions. Both consumption and capital investment showed signs of fatigue after two... Read more continue reading

China’s growth engine faces fresh challenges

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China’s ability to sustain fairly robust economic growth despite a massive property sector downturn is now facing new tests as global trade barriers rise, and domestic demand shows fresh signs... Read more continue reading

Investment implications of changing consumer behaviour in Asia

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Consumer behaviour across developed markets in Asia, like mainland China, Hong Kong, Singapore and Taiwan, is undergoing a notable transformation, shaped in part by persistent economic uncertainty and a challenging... Read more continue reading

China and emerging markets:  A turning point for investors  

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China Equities Portfolio Manager Wenchang Ma argues that structural reform, stronger fundamentals, and sectoral innovation are transforming China and emerging markets into higher-quality, more resilient sources of long-term growth for... Read more continue reading

Fidelity International highlights how tariffs are reshaping Asia’s economies

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As global trade dynamics continue to evolve, the impact of US tariffs on Asia’s economies has become increasingly significant. With shifting supply chains, emerging trade alliances, and growing pressure on... Read more continue reading