OverviewAuthor
The Investor's Guide to China podcast: Chinese e-commerce goes global
Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?
Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
Field Notes: How hard times are building strong companies in China
It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.
The Investor's Guide to China podcast: Cities and migration
Where people live within China - and why - is fundamental to understanding the country’s changing demographics.
Will an older China unleash the potential for homegrown medical tech?
China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.
Field Notes: How to weigh China’s barbell-shaped consumer recovery
Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
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