OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Author
Asian stocks enter the dividend age
China, Japan, and South Korea have expanded efforts to push companies for higher dividends. Can government reforms unlock the value of dividend stocks in Asia?
Chart Room: Why Chinese investors love ultra-long bonds
Chinese investors are hoping to lock in higher yields as the market ramps up bets that the PBoC will cut interest rates to support the economic recovery.
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.
Chart Room: China’s fiscal policy will do the heavy lifting to pick up growth
Despite a surprise cut to banks’ reserve requirement ratios, it’s fiscal policy that’s likely to take the leading role in driving Chinese growth in 2024.
China: The fragile recovery continues
Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.
Chart Room: China’s booming panda bond market not so black and white
The panda bond market boomed in 2023. But the market still faces hurdles, including poor liquidity and competition from the offshore ‘dim sum’ bond market.
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
China’s property market sparks to life with signs of recovery
Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
A new golden age for China’s investment sector
China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.
Are private savings the answer for China’s ageing masses?
China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.
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.
Show Results
This content is for investment professionals only.