China

Geopolitics

Biden’s win repudiates both Trump and democracy doubters: Stephen Kotkin

Having presented himself as someone who can unify both sides of politics, voters have effectively “called Joe Biden’s bluff” by electing him with what is likely to be a Republican senate, Stephen Kotkin points out during a wide-ranging interview.

Ben HurleyNovember 17, 2020

Absolute Returns Conference Digital 2020

China consumption story trumps US trade concerns

This year’s single-best trade was Chinese mid-cap semiconductor and tech stocks, according to UBS O’Connor's Kevin Russell. This illustrates how China’s domestic consumption economy allows it to combat any trade wars with the US.

Jessica SierSeptember 24, 2020

Equities

Rethinking China’s role in emerging market equity portfolios

There is no discernible performance differential between the average ‘local’ manager versus the average ‘global’ asset manager when in investing in China, says Robert Doyle of bfinance.

Laurence Parker-BrownJuly 14, 2020

Investment strategy

Active EM managers see opportunity despite capital outflows

Despite the capital outflows emerging markets have more room for both fiscal and monetary stimulus compared to developing markets and will benefit from the supply chain diversification will follow Covid-19.

Ben HurleyJune 4, 2020