Investment views

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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

Notes from the road: Serbian fixed income in the spotlight

23 October 2018

EMD portfolio manager Michail Diamantopoulos recently visited the capital of Serbia for a series of meetings with key policy makers, local investors and financial institutions including the IMF.

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The third energy transition

17 September 2018

Tom Nelson tracks the shift in the global energy supply mix and discusses how China is setting the tone in terms of renewable energy.

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Lehman’s collapse – what did we learn?

5 September 2018

With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora looks at what we’ve learnt in the past 10 years and what we might still need to learn.

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Will the renminbi rout continue?

29 August 2018

Is this the end of the rout in the renminbi or is there further to go? All China Bond Portfolio Manager Wilfred Wee revisits recent developments and considers how Chinese authorities might react going forward.

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Podcast: Quo vadis the longest (but most hated) bull market in history?

29 August 2018

Michael Spinks, Portfolio Manager at Investec Asset Management, discusses the record bull run in an interview with Lindsay Williams recorded on the 24th August 2018.

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