What’s ahead for China’s markets in the Year of the Ox

From

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... Read more continue reading

China outlook 2021: Starting off the year on the right foot

From

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... Read more continue reading

New bfinance report reveals increasing popularity of China equity strategies amongst institutional investors

From

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... Read more continue reading

Zenith sector review: international shares – emerging markets and Asian equities

From

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... Read more continue reading

China: Will they get old before they get rich?

From

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... Read more continue reading

Tariffs add to existing drags on Chinese growth

From

“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... Read more continue reading

Making China great again 

From

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... Read more continue reading

The Asian century

From

In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the... Read more continue reading

India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

From

The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the... Read more continue reading

All aboard the new Silk Road

From

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape... Read more continue reading