Does China’s reopening mark a new beginning?  

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With Beijing having signalled it is ready to take additional steps to stimulate spending and investment, and with households having been forced to save during last year’s extensive lockdowns, some... Read more continue reading

What does 2023 hold for Asian emerging market equities?

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking – is 2023 the ‘year of the rabbit run’? This article from GSFM’s investment partner Man GLG,... Read more continue reading

How to invest for China’s next phase

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China’s annual March legislative sessions are likely to reinforce the primacy of ensuring stable economic growth, and we expect the party leadership to back this up with accommodative policy settings.... Read more continue reading

Asian markets to support emerging markets rebound in 2023: New Rreport

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Emerging markets are set to rebound in 2023, according to the Federated Hermes’ Global Emerging Markets Outlook, boosted by the re-opening of China. Rebounds in South Korea, Taiwan and Brazil and the... Read more continue reading

What an open China means for Asian equities

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China’s about-turn on its COVID restrictions late last year has had profound impacts on its economy and those of the Asian countries that trade closely with it. Federal Treasurer Jim... Read more continue reading

Emerging markets to benefit from better growth and peak USD

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The re-opening of China and the performance of the United States (US) economy will be the two dominant themes for global equity markets in 2023, particularly emerging markets, according to... Read more continue reading

Investment case for China remains strong

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Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact, notes Martin Currie, an active investment... Read more continue reading

How China is forging its own path to recovery

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It was little surprise that second-quarter earnings weakened in China after lockdowns impacted economic activity during April and May. The country’s investment outlook has struggled since 2021, reflecting several headwinds... Read more continue reading

The disconnect between GDP growth and Asian equities

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP. This article... Read more continue reading

China’s ‘Common Prosperity’ regime – What does it mean for investors?

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This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment... Read more continue reading