China: which way will the swing factors swing?
We review the swing factors in China's economy: property, the consumer, tech and tariffs.
Is the dragon turning?
Chinese shares soared after the latest stimulus package. Co-CIO Andrew Clifford explains 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...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
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