China

Key Points: In this year’s Strategic Asset Allocation (SAA) Review, we modelled four scenarios for the next decade; We have removed the structural allocation to EM...

I’ll let you in on a little secret. While they may not care to admit it, even the most die-hard bottom-up, fundamental investment managers follow and consider macro...

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

China A-Share Valuations: While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are looking more and more...

Australia’s been known as the “lucky country” ever since Donald Horne penned a book by the same name back in 1964. According to Horne, Australia would’ve been a...

With concerns around global economic health resulting from rising inflation and interest rates, continuing economic disruption from COVID-19, and Russia’s military...

From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...