Chinese Equities: Positioned for a Rebound
Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be happy to bid farewell to
Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be happy to bid farewell to
Our Take on the 20th Party Congress of the Chinese Communist Party Clarity is perhaps the last thing one might expect to emerge from a
For most investors in Chinese stocks, 2022’s first half was mostly about the government’s zero-Covid policy and the country’s decelerating economy, and for good reason
China’s Damaging Lockdowns Are Informed by Hong Kong’s Deadly Experience Stock market routs in China have usually been preceded by policy mistakes and the latest
Investors’ re-pricing of the sector seems detached from earnings story Federal Reserve Chairman Jerome Powell signaled a clear change in U.S. monetary policy in testimony
In what proved to be a challenging year for emerging markets, especially China, India stood out as one of the world’s best investment destinations in
Given the lackluster performance of Chinese equities in 2021, Australian investors may be questioning the value of having a dedicated exposure to the asset class
We’re very excited to announce our latest collaboration with VanEck—the first one with VanEck Europe—which expands the list of China-focused ETFs tracking a MarketGrader Index
China’s government has been talking about deleveraging its economy to reduce systemic financial risks since at least 2015. The policies it has implemented to curb