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Judy Chen

Judy Chen - Investment Writer

Article 3 min read

India’s renewable bonds: Riding the green wave

India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.

Vanessa Chan + 3 others | 14 July 2024

Article 1 min read

Chart Room: Japan Inc’s buyback spree

Share repurchases announced by Japanese companies are poised to hit a record high this year. More companies have also boosted dividend pay-outs.

Jeremy Osborne + 1 other | 11 July 2024

Article 2 min read

Chart Room: Why China is doing more to heal property pains

An in-depth look at the first-quarter GDP figures sheds light on why the much-needed policy support comes now.

Peiqian Liu + 1 other | 17 May 2024

Article 2 min read

The quiet comeback of two of China’s battered sectors

As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.

Tina Tian + 3 others | 15 May 2024

Article 4 min read

Asian stocks enter the dividend age

While Asia has long been chiefly a growth story for investors, can government reforms unlock the value of dividend stocks in the region?

Lynda Zhou + 2 others | 29 April 2024

Article 3 min read

Asia high yield is not just China now

Worried by the risks of investing in Chinese bonds? The make-up of the Asian high yield debt market has changed.

Tae Ho Ryu + 3 others | 29 April 2024

Article 4 min read

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?

Lynda Zhou + 2 others | 3 April 2024

Article 1 min read

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.

Alvin Cheng + 2 others | 22 March 2024

Article 3 min read

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.

Hyomi Jie + 2 others | 5 March 2024

Article 2 min read

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.

Peiqian Liu + 1 other | 26 January 2024

Article 4 min read

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.

Monica Li + 1 other | 26 January 2024

Article 2 min read

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.

Morgan Lau + 1 other | 15 December 2023

Article 2 min read

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.

Peiqian Liu + 1 other | 9 March 2023

Article 2 min read

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.

Victoria Mio + 3 others | 9 March 2023

Article 2 min read

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.

Lynda Zhou + 1 other | 13 February 2023

Article 3 min read

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.

Senan Yuen + 1 other | 23 December 2022

Article 5 min read

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.

Helen Huang + 2 others | 30 November 2022

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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