Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Morningstar Wealth’s CIO: Is China broken?
Mike Coop asks whether having exposure to the region is still worthwhile
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Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
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RBC Brewin Dolphin: Will the year of the dragon bring good fortune for China?
2024 is likely to be another uphill battle for China, writes Janet Mui
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A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
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Chinese equities: Will there be a sea-change in sentiment?
As the Year of the Dragon opens with the stockmarket of the world’s second-largest economy at record lows, Portfolio Adviser analyses the myriad headwinds facing China in 2024