Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
China
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Article
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Article
Political tensions create selective opportunities
In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China…
16/02/24
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Podcast
Talking Heads – A more...
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
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Article
Still bearish on China? As...
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
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Article
Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
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Article
Weekly Market Update – Almost...
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24