China (65)

China’s property stocks: policy shift to the rescue?
Equities

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...

By Camilla Ayling

14 Feb 2022

3 min read

Market volatility: What does it mean for investors?
Ben Bennett
Investment strategy

Market volatility: What does it mean for investors?

With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
By Ben Bennett
27 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
Pe(a)king property
Economics

Pe(a)king property

Last week, we laid out why we believe China is unlikely to be sitting on a property bubble that i...

By Erik Lueth

02 Nov 2021

3 min read

Is China sitting on a property bubble?
Erik Lueth
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