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Insight

Five investment themes for the ‘Year of the Dog’.

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?

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Zen and the art of bicycle finance

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.

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Viewpoints: US-China trade tensions

Our Equity & Multi-Asset teams discuss the recent trade tensions between the US and China.



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

Astute investors value good corporate governance, and Chinese companies have paid attention; however, investing wisely in China requires more than taking information provided at face value.

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China: The Second Great Transformation

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.

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China Hub

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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Destined for war - Can America and China escape Thucydides’s Trap?

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.

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