Chinese New year on February 16th ushers in the Year of the Dog, leaving behind the Year of the Rooster. What are the key themes to look out for in the coming canine-related year?Read more
China is in the midst of a bicycle bubble. The Chinese bicycle bubble is now spilling over into the rest of the world and it appears it can tell us a lot about how China is changing internally, and how it is changing the world.Read more
Our Equity & Multi-Asset teams discuss the recent trade tensions between the US and China.
A new generation of highly competent and effective leaders, with Xi Jinping at its head, is driving China’s ‘Second Great Transformation’. If successful, it promises to shape the world order in ways the West has just begun to appreciate.Read more
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.
China and the United States are heading toward a war neither wants. Read more about the book referenced by Michael Power at our recent InPerspective Forum in Hong Kong, which looks at a deadly pattern of structural stress that results when a rising power challenges a ruling one.View here