August 05, 2020 China’s Higher Bond Yields Buck the Global Trend by Brad Gibson Government bond yields have tumbled globally but China’s yields have risen to pre-COVID-19 levels. The RMB hasn’t yet reacted to the favorable rate difference, and we think bond yields are likely to decline moving forward—a favorable landscape for China bonds. China, Coronavirus, Currency, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 01, 2020 Why Have Chinese Stocks Held Up So Well? by John Lin, Stuart Rae Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock. China, Coronavirus, Emerging Markets, Equities, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 27, 2020 Preparing Chinese Holdings for Potential US Action by John Lin, Stuart Rae Tensions between the US and China are flaring up again. With pressure mounting on Chinese stocks listed in the US, including those widely held in emerging-market portfolios, investors need to consider how to prepare for the mounting risks. China, Coronavirus, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks
May 14, 2020 What We Can Learn from China’s Rapid Normalization by Mo Ji China is further along the coronavirus curve than much of the rest of the world. What does its path to normal look like, and what are the big unknowns? China, Coronavirus, Economics, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks
March 16, 2020 China’s Coronavirus Experience: Lessons for Global Investors by John Lin, Stuart Rae The current market outlook is bleak. But if the US and Europe take the right steps and follow China’s playbook, we believe the world could ultimately follow the Chinese markets’ road to recovery. China, Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
February 26, 2020 China’s Bond Markets Can Weather Coronavirus by Jenny Zeng, Mo Ji, Hua Cheng As China’s leaders scramble to contain the COVID-19 epidemic, the global community braces for impact to China’s people, equity and bond markets, and economy. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 1 SHARE Bookmarks
February 25, 2020 The China-US Tech Rivalry: Beyond Doom and Gloom by Lei Qiu As China steps up efforts to achieve technological independence, there may be a silver lining for some global companies in the sector. China, Equities, Trade Wars Likes 0 SHARE Bookmarks
February 17, 2020 Revisiting China’s Equity Markets as Coronavirus Spreads by John Lin, Stuart Rae Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current crisis. China, Coronavirus, Emerging Markets, Equities, Volatility Likes 1 SHARE Bookmarks
January 23, 2020 Will the Wuhan Coronavirus Infect China’s Economy? by Mo Ji A virus is spreading across China, causing disruption, severe illness and even death. In addition to the tragic human cost of an epidemic, widespread disease can cause significant macroeconomic damage. We estimate the potential impact of the Wuhan coronavirus on China’s GDP growth. China, Coronavirus, Economics, Emerging Markets Likes 0 SHARE Bookmarks
January 16, 2020 The Phase-One US-China Trade Agreement: Cease-Fire, Not Peace Treaty by Eric Winograd The US and China formally signed a phase-one trade deal Wednesday after several months of negotiations. We see the deal as a near-term positive for markets—but it also leaves the thorniest issues between the two countries unresolved. China, Economics, Trade Wars Likes 0 SHARE Bookmarks
December 17, 2019 Investing in Chinese Stocks After the Trade Truce by John Lin, Stuart Rae Now that the US and China have agreed to begin easing trade tensions, the fog over China’s markets is starting to lift. Investors should consider Chinese equity opportunities that have been overlooked because of tariff fears. China, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
November 19, 2019 Chinese Stocks Poised for Bigger Role on Global Market Stage by John Lin, Stuart Rae China is the world’s second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing stock market capitalization—and more inflows expected from greater index inclusion—foreign investors should take a closer look. China, Emerging Markets, Equities Likes 1 SHARE Bookmarks
October 02, 2019 Is the Trade War a Blessing in Disguise for China’s Tech Sector? by John Lin, Stuart Rae, Min Zhou Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese technology sector. China, Equities, Trade Wars Likes 0 SHARE Bookmarks