Investors won’t be able to rely on investment strategies that have worked to generate their income and returns over the past decade. With traditional fixed income investments now yielding close to zero, investors are forced to move further along the risk curve to generate returns, which in turn has become very challenging for their risk... Read more continue reading
08
Jul
2021
China’s economy has performed well in the past year due to its ability to manage the Covid-19 crisis, delivering timely and effective monetary and fiscal stimulus measures. The country recorded an 18% year-on-year GDP growth in the first quarter of 2021 – setting a historic single quarter record, but with growth now normalising, can investors... Read more continue reading
05
Jul
2021
Leading value manager, Antipodes Partners, believes Asian stocks are primed for a long-term period of outperformance as Asia’s leading economies emerge with strength from COVID-19. “Asia, in particular China, has emerged from COVID stronger than many major western economies, with fiscal and government debt intact,” said Antipodes Asia Fund co-portfolio manager, Sunny Bangia. “Money creation... Read more continue reading
23
Feb
2021
Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening. China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far... Read more continue reading
10
Feb
2021
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020. As the economic recovery gathers momentum and political tensions with the US ease a little, we remain constructive for the months to come. After a roller-coaster but still positive year in 2020, the Chinese economy is expected to... Read more continue reading
09
Feb
2021
According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management offerings. While four in five investors still obtain their China equity exposure solely through Global Emerging Market equity strategies, bfinance clients are increasingly using dedicated... Read more continue reading
01
Jul
2020
Do investors gain emerging market exposures indirectly through Australian equities? What is the optimal emerging market exposure for an international equities portfolio? These are the questions Zenith seeks to answer in our 2019 Emerging Market & Asian Equities Sector Report. Given the strong historical relationship between Australian and emerging market equities, investors have traditionally found... Read more continue reading
07
Nov
2019
Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the West — the outlook for China is that it will have one of the fastest declining populations in the world. Because of this, many commentators... Read more continue reading
20
May
2019
“The US has slapped a 10 per cent tariff on US$200 billion of Chinese goods, threatening to increase this to 25 per cent in 2019 in the absence of a trade deal. Meanwhile, China retaliated with its own levies of up to 10 per cent on US$60 billion of US imports. “We estimate the measures... Read more continue reading
24
Sep
2018
Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., weighs in on the 19th National Congress of the Communist Party of China. President Xi Jinping’s opening session speech “In his three-and-a-half-hour, 32,000-word speech to about 2,300 attendees at the opening session of the 19th National Congress of the Communist Party of China, President Xi called upon China... Read more continue reading
02
Nov
2017
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