China: which way will the swing factors swing?
We review the swing factors in China's economy: property, the consumer, tech and tariffs.
Don't stand in the way of Unstoppable Forces
What are the two economic and geostrategic factors most likely to drive long-term returns?
Asian markets in 2025: headwinds or tailwinds?
Cameron Robertson talks valuations, Chinese stimulus and Asia in the age of President Trump.
The US election: landslides and cross-currents
The US election ended in a landslide. But what does it mean for investors?
Is the dragon turning?
Chinese shares soared after the latest stimulus package. Co-CIO Andrew Clifford explains why.
Untrapped potential. Why Asia still has room to grow
The World Economic Forum says Asia will “remain the motor of the global economy”. Here's why.
China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
Market Update: 22 September 2021
Property developer China Evergrande Group is receiving considerable media attention due to its...
China: Time to Run or Time to be Bold?
Recent activity from Chinese regulators and the response from markets is testing the resolve of...
China’s Societal Change: Centralised Command and Capitalist Entrepreneurs
The focus and behaviour of commentators and investors often reflect their assumed knowledge and...
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