One of the reasons to invest in China A-shares is diversification. So how have these equities held up during the current pandemic-driven financial crisis? We speak to UBS AM’s Geoffrey Wong to find out.
Finisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others.
The Chinese government’s willingness to let private companies default on their debt is a sign of a maturing domestic market and helps price debt issuances more accurately, according to Fidelity International.
Out of all Australian Chief Investment Officers, John Pearce, CIO of Unisuper, is probably best placed to have a view on China. But his insights are not what you might expect.
Valuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says.
In his new book, Winston Ma describes the next phase of the evolution of China’s digital economy, which will see the merger of online and offline.
LGT Impact Ventures sees more companies using mobile applications to create distribution networks in remote African areas, creating new opportunities to services lower and middle income people.
First State Super sees opportunities in mainland China markets and has been awarded a QFII licence.
Emerging markets looking to become the next manufacturing hub could miss out on the shift of cheap labour due to automation.