Guy Monson: Big changes, big challenges
Can the remarkably sanguine reaction of world markets to recent economic challenges realistically continue?
China
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The Asian bond funds exposed to liquidity-strapped Chinese real estate
The Evergrande crisis has shone a spotlight on other property companies struggling with debt
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Evergrande: Caught in the crosshairs of China’s past and future
Will the property giant be collateral damage in China’s aggressive shift towards a more stable economy?
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Dewi John: China is a hard market to like right now but even harder to ignore
Chinese equity funds were among the top-performing sectors of 2020 but, this year, the story is rather different
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Mike Coop: What the China crackdown tells us about investing
Given the current newsflow, does China have the hallmarks of a great buying opportunity or a value trap?
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Chinese equities – when political risks override the markets
IA China/Greater China sector had, until recently, consistently outperformed North America, global and emerging markets
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China looks set to loosen the purse strings again
Following the disappointing string of data in July, the policy mix is turning more dovish
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LGIM reduces risk amid concerns over China Delta outbreak
Markets do not seem to be fully registering the threat the Delta variant poses
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Investors worry China crackdown may not be a ‘one-off’
Market cap of offshore tech sector has plunged 30% since regulatory scrutiny was stepped up
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Baillie Gifford funds swept up in China tech sell-off
Scottish Mortgage, which holds around one fifth in Chinese stocks, fell 4% on Tuesday, while Baillie Gifford China Growth dived 6%
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Baillie Gifford China Growth eyeing ‘exciting’ pipeline of private companies
‘If you’re not looking for growth companies in China, you’re missing the point,’ says Sophie Earnshaw
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Fidelity China Special Situations trust looks to ramp up unlisted holdings
The trust believes China’s unlisted space offers ‘some excellent opportunities’
