China

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...