27 October 2020
by Russel Chesler, Director, Investments & Portfolio Strategy
The world’s second-largest economy has recovered strongly after shrinking by 6.8% p.a. in the first three months of the year due to the lockdown efforts aimed at stemming the tide of the coronavirus pandemic.China
31 August 2020
by Alice Shen, Senior Associate - Investments & Capital Markets
With the US announcing its ban on Chinese mobile apps – Tik Tok and Wechat, as well as the rhetoric emanating from the US election campaign, the two largest economies in the world are at odds. It seems too they are exhibiting divergence in both growth and policy perspectives.China
20 July 2020
China A-shares have shot up further in July. Looking ahead, investors expect corporate profits to rebound in the second half of the year, driving share prices higher. Additionally, the ‘liberalisation’ of Chinese equity markets has seen a sharper focus of valuations and shareholder returns which, coupled with government initiatives, will see technology, healthcare and consumer related stocks thrive.