China

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...

I recently sat down with abrdn’s Head of Equities - Asia Pacific, Flavia Cheong, for her insights into what is happening in the Asia-Pacific region. Flavia is in town...

China’s economy is in recession. The nation’s zero COVID-19 policy and property market woes have led to a collapse in growth. China’s authorities no longer even...

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...

The Reserve Bank of New Zealand a year ago became the first advanced central bank to raise interest rates to cool its economy to tackle inflation. So far, the RBNZ has...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...

This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...

Key Points: • China’s economy is overly indebted, largely because of the Government's preferred method of delivering stimulus since the Financial Crisis. • This...

China is facing widespread droughts, emulating the recent heatwaves and crises experienced across Europe – the threat of these droughts is far reaching for...

It’s worth further reflecting on some of the bigger macro risks that loom ahead. Let’s start with the recent remarks of the CIA Director, William J. Burns, on China...

If there's anyone who knows about investing in the Asian behemoth, it's Ox Capital Chief Investment Officer Dr Joseph Lai. He's been investing, winding, and stock...

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...

About a month ago, one of our top geo-political and military advisers—and far and away the most accurate forecaster on all matters China—called to say he had amended...

Amidst news that the US has sensationally relocated one-quarter of its entire strategic B2 stealth bomber fleet to Australia due to the rising risks of war with...

When people think of investing in Australian assets, three things probably spring to mind: sky-high property prices,  generous dividends, and  our inextricable...

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...