The world is rapidly changing: Enabling technologies are becoming less expensive and more...
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China
We have consistently been attracted to three investment themes in China—healthcare, consumer,...
Sustainable Trends Supporting China A-Shares
October 15, 2020China A-shares—the domestically listed equities of mainland Chinese companies—have been...
We believe it can be dangerous to be overly reliant on thematics when positioning portfolios....
Coronavirus Shakes Markets—Likely Temporarily
March 2, 2020Last week’s change in the outlook for the spread of the coronavirus shook the markets, making...
Assessing Markets Where We Can Go on Offense
October 2, 2019Global equities and bond yields are trending lower, and we maintain a relatively low-risk...
China is the world’s worst polluter, so why feature it in a series about the critical but...
China Backdrop: Fundamentally and Technically Positive
July 16, 2019China’s official launch of a technology innovation board on the Shanghai Stock Exchange, STAR...
China has shown impressive economic growth during the past 40 years, driven largely by the...
MSCI and FTSE Russell are increasing the inclusion of China A-shares in key indices, sending an...
In Asia, much of the spotlight has been on the interplay between North Korea, China, and the...
This weekend U.S. President Donald Trump tweeted a plan to further tax Chinese goods. But our...