Investment views

The content of this page is intended for investment professionals only and should not be relied upon by anyone else.

China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub

Featured investment views

EMD sell-off: mid-cycle correction

14 June 2018

The constructive global backdrop suggests that the recent sell-off in EMD is a mid-cycle market correction rather than the start of a bear market.

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Chinese real estate developers: Is bigger really better?

6 June 2018

Tammy Lloyd, Analyst for Emerging Market Fixed Income, on a recent visit to China assesses which real estate developers can succeed in a market under pressure to reduce leverage

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The Fourth Industrial Revolution

4 June 2018

Renewable energy to the rescue: Here comes the sun...

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Podcast: Sharp focus on Italy

31 May 2018

John Stopford looks at the recent political turmoil in Italy and whether he sees Italy leaving the European Union

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Time to rethink Asia

21 May 2018

We believe that investors should rethink Asia. After years of promise and scant delivery, Asian markets have been performing strongly and remain attractively valued.

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The content of this page is intended for professional investors only and should not be relied upon by anyone else.

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