Asset allocation update – Japanese...
A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in…
27/10/22
China
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Article
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Article
20th China Communist Party Congress...
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
China, Asia, global emerging market...
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22
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Article
China, Asia, global emerging market...
After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though…
18/10/22
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Article
China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
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Article
Opportunities and ESG investing in...
David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…
20/09/22