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China

The stars may be aligning for China’s recovery
FRONT OF MIND | Blog - 3 Min

The stars may be aligning for China’s recovery

In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will...

CHI LO
| 16.11.2022
Crypto’s contagious effect on equities
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Crypto’s contagious effect on equities

The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses...

CHI LO
| 09.11.2022
China’s new leadership – What has changed?
FRONT OF MIND | Blog - 3 Min

China’s new leadership – What has changed?

Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The...

CHI LO
| 28.10.2022
Asset allocation update – Japanese equities lose some of their lustre
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Japanese equities lose some of their lustre

A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...

MAYA BHANDARI
| 27.10.2022
20th China Communist Party Congress - The surprise of no surprises
FRONT OF MIND | Blog - 3 Min

20th China Communist Party Congress - The surprise of no surprises

This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese...

CHI LO
| 25.10.2022
China, Asia, global emerging market equities: Light at the end of the tunnel?
QUARTERLY
INVESTMENT OUTLOOK Q4
PORTFOLIO PERSPECTIVES | Blog - 3 Min

China, Asia, global emerging market equities: Light at the end of the tunnel?

After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though...

ZHIKAI CHEN
+1 other(s)
| 18.10.2022
China’s property market – How seriously at risk is it?
FRONT OF MIND | Blog - 3 Min

China’s property market – How seriously at risk is it?

While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe...

CHI LO
| 14.10.2022
Opportunities and ESG investing in Chinese equities
FRONT OF MIND | Blog - 3 Min

Opportunities and ESG investing in Chinese equities

David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)...

DAVID CHOA
| 20.09.2022
Suspension of US-China climate talks puts global efforts at risk
FORWARD THINKING | Blog - 4 Min

Suspension of US-China climate talks puts global efforts at risk

Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues1,...

CHI LO
| 29.08.2022
The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog - 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the...

CHI LO
| 08.08.2022
The risks around China’s grassroots mortgage ‘boycott’
FRONT OF MIND | Blog - 3 Min

The risks around China’s grassroots mortgage ‘boycott’

China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the...

CHI LO
| 26.07.2022
Zero-Covid weighs on China’s growth in Q2
FRONT OF MIND | Blog - 4 Min

Zero-Covid weighs on China’s growth in Q2

A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle...

CHI LO
| 20.07.2022