China

The Hong Kong exchange (Hang Seng) is the third largest in the world by market cap, which stands at a whopping US$6.76 trillion. This is behind only the New York...

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

I’m a few days late in tipping my hat to Bob Dylan’s 80th. But he has a line to suit most occasions and this week it’s Ballad of a Thin Man’s ‘something is happening...

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...

It may seem like a distant memory now, but for much of 2018 and 2019, global markets were periodically shocked by the unorthodox diplomatic moves of then-President...

The investment case for China has become more challenging over the past few months. We can point to three reasons for this. First, having led the world into COVID and...

Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that followed the previous two...

If you had to choose only three to five companies to own and you had the entire world to pick from, what would they be? For Sam Ruiz, Portfolio Specialist at T. Rowe...

MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...

Traditionally, bonds issued by state-owned enterprises (SOEs) in China were viewed as effectively risk-free given the implicit backing by the central government....

This week Frazis Capital held its January strategy update. After the firm's long-only international equities fund advanced 108 per cent (after fees) up to December...

China’s continued rise as a global economic powerhouse has been met with increasing caution and push-back from the Western world, not least from the United States...

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...

Just over a year ago, Magellan’s Vihari Ross tipped Chinese tech giant Alibaba as her stock pick for 2020 in Livewire’s annual outlook series. This year, she labelled...

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...

In 2000 I was a student at Harvard Business School and got the opportunity to do an internship at a venture capital fund in Beijing. On my first day, I woke up early...