Diversification through China A-shares Emerging Markets, Equities 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. Read More
The Factors of Emerging Market Debt Emerging Markets, Fixed Income & Credit 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. Read More
Moral Hazard in China is Breaking Emerging Markets, Fixed Income & Credit 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. Read More
No Westerner Really Understands China Asset Owners, Emerging Markets 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. Read More
Bubble in Parts of China Tech Sector Emerging Markets Valuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says. Read More
China’s Next Digital Evolution Emerging Markets, Innovation 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. Read More
Mobile Platforms Help Open Up Rural African Markets Emerging Markets, Private & Alternative Markets 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. Read More
First State Super enters China’s Domestic Market Asset Owners, Emerging Markets, Equities First State Super sees opportunities in mainland China markets and has been awarded a QFII licence. Read More
A Grim Outlook for Emerging Market Countries Emerging Markets, Women in Finance Emerging markets looking to become the next manufacturing hub could miss out on the shift of cheap labour due to automation. Read More
