Is the dragon turning?
Chinese shares soared after the latest stimulus package. Co-CIO Andrew Clifford explains why.
What's happening in Asia?
We discuss the secret to a China recovery and exciting opportunities in our giant neighbour.
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
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...
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
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