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.
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.
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.
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.
Why China now?
Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.
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?
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?
Michael Power: Money Life Interview
In this interview Michael Power explains his expectations for a 'rollicking' market in the first half of 2019.
Inclusion and transformation in 2019
The Year of the Dog, proved volatile so far, but we believe the long-term investment case remains sound.
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?
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.
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.
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.
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?’.
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.