Overview
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
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.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
The Investor's Guide to China podcast: De-dollarisation
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
The Investor's Guide to China podcast: Decarbonising China
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.
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