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Zen and the art of bicycle finance

China is in the midst of a bicycle bubble, which is now spilling over into the rest of the world. This bubble tells us a lot about how China is changing internally, and how it is changing the world, which this series of articles explores.

One: Zen and the art of bicycle finance

22.03.2018
Whether you want to engage with China as an investment theme or not – China is now coming to you. Interestingly, the bicycle offers some insights into this paradigm shift. Read more

Two: Rethinking China’s growth trajectory

22.03.2018
China’s growth story has moved on from state-owned industries, debt and improved risk-control, to something much more positive. This newer positive story is built around a surge in innovation. Read more

Three: A dynamic technological China emerges

22.03.2018
Chinese industry is ripe for digital disruption due to its relatively underdeveloped service economy. This has created an environment where China’s tech industry is leapfrogging its Western rivals. Read more

Four: A herd of Chinese unicorns

22.03.2018
China is a hive of start-up activity, driving China’s ongoing technological revolution Read more

Five: What’s behind China’s innovation boom?

22.03.2018
China’s technology revolution is built on an astounding level of achievement in each of the seven pillars of innovation. Read more

Institutional

Institutional

We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.

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Advisor

Advisor

How are China's capital markets evolving? What should investors consider when investing in Chinese equities and bonds?

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