China (64)

Will COVID cut short China's economic rebound?
Economics

Will COVID cut short China's economic rebound?

In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...

By Matthew Rodger

28 Jan 2022

3 min read

Countdown to 2022: starter for 10
Christopher Teschmacher
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
By Christopher Teschmacher
22 Dec 2021
5 min read
Chinese high yield: buying deep value is always scary
Fixed income

Chinese high yield: buying deep value is always scary

China's high-yield bond market has been under incredible strain in recent months, with prices...
By Emiel van den HeiligenbergPeter Duff
29 Nov 2021
3 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
Is China sitting on a property bubble?
Economics

Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...

By Erik Lueth

29 Oct 2021

4 min read

Emerging-market equities: what are we waiting for?
Lars Kreckel
Equities

Emerging-market equities: what are we waiting for?

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
By Lars Kreckel
30 Sep 2021
3 min read
Evergrande and China’s property sector: an EMD manager view
Uday Patnaik
Fixed income

Evergrande and China’s property sector: an EMD manager view

With Evergrande continuing to dominate the financial headlines, we take a look at the situation a...
By Uday Patnaik
23 Sep 2021
3 min read
Evergrande: China’s give and take
Ben Bennett
ESG and long term themes

Evergrande: China’s give and take

Policymakers appear happy to accept greater market volatility as they pursue macroprudential...
By Ben Bennett
21 Sep 2021
3 min read