OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Chart Room: China’s sportswear sector on the right track
In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand.
What investors should know about Asean’s ecommerce war
The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.
Changing of the guards in Chinese growth
Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.
Chart Room: Battle for the dragon’s share of China’s hotel market
The expansion of China’s top hotel brands may look foolhardy amid economic woes, but none of the giants can afford to fall behind in a consolidation phase.
Chart Room: China’s tourists tiptoe out again
Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.
Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts
Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.
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.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
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.
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.
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
ESGenius: Greening ‘Made in China’
While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Show Results
This content is for investment professionals only.