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.
Former Vontobel star fund manager Rajiv Jain talks about his decision to set up a boutique and why emerging markets still make sense.
Standard Life Investments’ Alex Wolf tells [i3] Insights that he is getting more bearish on China.