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Notes from the road: On highways, high-rollers and handsome returns

Varun Laijawalla, 4Factor Equity Analyst, travelled to Hong Kong for an investment conference and followed that up with company visits in Macau to get a closer read on the sector. Read more

High stakes: the US takes on China-tech

The latest moves against Huawei could escalate the tech dispute between the US and China. Greg Kuhnert, Co-Head of 4Factor and analyst Anton du Plooy assess the potential impacts on global supply chains and tech businesses worldwide. Read more

US-China Negotiations: Smoke and mirrors

Wenchang Ma, Co-Portfolio Manager of Investec Asset Management’s All-China Equity Strategy and Nidhi Mahurkar, Investment Director, provide an update on US President Trump’s latest tariff announcement. Read more

The ascendance of Chinese equities

It is only a matter of time before china merits its own allocation distinct from global emerging markets, says investment director Nidhi Mahurkar. She believes active management is crucial. Read more

Why China now?

Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China. Read more

Four questions answered on MSCI’s quadrupling of China A-Share inclusion

Why might a sharp increase in China A-share weighting represent a milestone in the evolution of China’s domestic equity capital markets? Read more

Five investment themes for the Year of the Pig

Chinese New Year arrives on 5 February. After getting severely mauled in the Year of the Dog, what are the investment themes we’re rooting out for in the Year of the Pig? Read more

Michael Power: Money Life Interview

In this interview Michael Power explains his expectations for a 'rollicking' market in the first half of 2019. Read more

Inclusion and transformation in 2019

The Year of the Dog, proved volatile so far, but we believe the long-term investment case remains sound. Read more

Chinese New Year: Five investment themes for the ‘Year of the Dog’

Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year? Read more

Corporate governance, advocacy and engagement in China: winds of change

Corporate governance has improved since the early days of the Chinese stock market in the 1990s. It has been modernised, in terms of both the legal and regulatory frameworks, in line with its increasingly open markets. Read more

The Zen Series

China is in the midst of a bicycle bubble. This Chinese bicycle bubble is now spilling over into the rest of the world. It appears to us that this bubble can tell us a lot about how China is changing internally, and how it is changing the world. Read more

The China Update: Chinese equities - Finding alpha in the ‘old’ and ‘new’ economies

We believe the Chinese market offers good long-term investment opportunities, across both the ‘new’ and the ‘old’ economy. Read more

Why China Now series

This series of papers will introduce you to the key questions related to the current investment environment in Chinese equities: ‘Why invest in China?’, ‘How can an active manager add value in Chinese equities?’, and ‘What are the implications for investors of the evolving Chinese equity market structure?’. Read more

Interview: Stock Connect turns three

Wenchang Ma, Assistant Portfolio Manager, Investec All China Equity Strategy, answers questions about the relevance of Stock Connect for international investors into China and the broader investment case for China. 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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