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Taosha Wang

Taosha Wang - Multi-Asset Portfolio Manager

Article 3 min read

Embracing the ‘Korea discount’

South Korea’s bid to reform its stock market has been met with scepticism, but we see the initiative as a free call option in an already attractive market.

Taosha Wang + 2 others | 16 May 2024

Podcast 40 min listen

Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.

Richard Edgar + 5 others | 20 December 2023

Article 3 min read

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.

Taosha Wang + 3 others | 28 April 2023

Article 3 min read

Inflation’s bite won’t spoil China’s recovery

Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.

Taosha Wang + 2 others | 13 March 2023

Blog 2 min read

Chart Room: China takes own path in a tightening world

China is bucking the trend towards higher interest rates, and the resulting yield divergence has huge implications for bond investors and currency markets.

Taosha Wang + 2 others | 15 September 2022

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