China equities

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...

Over the last two-odd years there has been a lot of discussion about an allocation to China in a portfolio and recently this talk has shifted as to whether China is...

The start of 2022 has seen the most unexpected black swan of all emerge – a war in eastern Europe. The Russian invasion singlehandedly pushed crude oil prices to...

In the first part of this series, we heard from Mary Manning, portfolio manager, Ellerston Capital, Stephen Kam, Investment Director, Asia ex-Japan equities,...