China

China is under-represented in traditional indices for both equities and fixed income. So, should investors focus on the country separately? And how should they...

When Qiao Ma, Portfolio Manager at Cooper Investors, was an elementary student in China, she and many of the other children in the class were excited about a new...

There's a famous saying that predictions are hard to make, especially about the future. For the closing session of Livewire Live 2019, we asked seven presenting fund...

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review article. That’s not hyperbole. Goldman Sachs has...

Veteran fund manager David Paradice has just unveiled his first new fund in over a decade. The Paradice Global Emerging Markets Fund will be a bold move and comes at a...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...