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The significance of China’s rural economy

Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of the population, which is now the focus of Xi Jinping’s next great transformation.

Written in partnership with SOAS’ Robert Ash, the Investec Investment Institute has analysed the significance of this opportunity, the political and economic drivers and the implications for investors.


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Climate risk – are we doing enough?

Energy 3.0 investigates the third energy transition as the world moves to a decarbonised growth model.

It looks at past energy transitions, structural growth areas and the need for positive investment.

The series proposes a decision-making framework to help asset owners assess and report on the impact of climate risk on their portfolios.

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How a global currency shift may surprise investors

The de-dollarisation series explores ongoing moves to erode dollar dominance and the shift to a multi-currency international monetary order.

After nearly seven years of a dollar up cycle, a global currency shift may surprise asset owners, who should be aware that the nature of the unfolding opportunity may well be a secular one, and not just a cyclical one.


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New frontiers in sovereign debt investing

Could advances in geo-spatial research transform sovereign debt investors’ ability to address environmental risks?

 

 

 

 

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