Insights & news

Paras Anand

After the selloff: What's next for Chinese equities?

A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling. But some of this selling appears overdone, creating opportunities for investors where long-term growth remains intact and policy impact is neutral - or positive.

30 July 2021 | Paras Anand
China's evolving regulatory and  policy landscape

China's evolving regulatory and policy landscape

In our recent client call, CIO Paras Anand took investors through the spate of regulatory actions across several sectors in China which saw Chinese equities plunge. Read the summary of the call where we discuss the policy impacts.

30 July 2021 | Paras Anand
Podcast: The Investor's Guide to China

Podcast: The Investor's Guide to China

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities - but also requires unwavering attention. 

15 July 2021 | Paras Anand
The Investor's Guide to China: Trade and growth

The Investor's Guide to China: Trade and growth

Despite trade tensions China continues to be the world's dominant exporter. And thanks to the post-pandemic lead of the Chinese economy its capital markets are proving especially attractive to investors. But will these growth drivers be enough for a country facing high levels of debt and an ageing population? What will reshaped economic policies mean for foreign investors? Our investment teams have some ideas.

16 April 2021 | Paras Anand
Outlook Asia | Q2 2021

Outlook Asia | Q2 2021

The outlook for Asia for the quarter ahead remains overall optimistic. Find out whether investors should be concerned about the implications of a rising US Treasury yield and what are key areas investors should focus on going forward? 

29 March 2021 | Paras Anand
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