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Asian equities

A post-COVID world: EM's time to shine

As COVID-19 battered the world’s economies last year, emerging markets were among some of the hardest hit; they also saw one of the better recoveries when equity markets rebounded towards the close of 2020.

16 September 2021 | Anthony Doyle
After the selloff: What's next for Chinese equities?

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
The Investor's Guide to China: China in the World

The Investor's Guide to China: China in the World

With a 14.7% share of worldwide exports in 2020, China is firmly at the centre of global trade. With it's five-year plan to reduce the country’s dependence on international trade, even as it continues to project its influence globally, China is seeking to redefine its role in the world.

21 July 2021 | Fidelity International
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
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