China

We believe the fundamentals are in place for emerging markets to outperform developed markets, writes Dr Joseph Lai of Ox Capital. In this wire, he discusses his...

2021 was a challenging year for emerging markets due to slowing global growth, the spread of new COVID-19 variants and the impact of China’s regulatory tightening. New...

A more consistent environment for global asset prices and investment is being forged by China’s more “normal” interest rate approach, while other central banks dither...

A few points can be said about this current round of regulatory intervention from the authorities. It is important to highlight that intervention on industries, old...

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...

Fidelity has just released its 2022 Outlook with an around-the-ground series of summaries from the firm's cadre of portfolio managers. Livewire’s David Thornton has...

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some of whom are questioning the viability of...

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...

The demise of Chinese property developers is likely to be the credit story of the year. But as Jonathan Rochford writes, without government intervention it could also...