Chinese equities – when political risks override the markets
IA China/Greater China sector had, until recently, consistently outperformed North America, global and emerging markets
China
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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’
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The bulls in China’s shop: the Asian economies taking a slice out of China
‘The policy environment is supportive of a recovery in corporate profitability across many parts of Asia that have lagged for a long time’
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Alistair Way: Will Chinese regulators tear down the house that Jack built?
What does Alibaba co-founder Jack Ma’s fate tell us about the future of tech companies in the world’s second-largest economy?
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Andrew Swan: ‘Don’t invest in Asia simply because it has higher rates of economic growth’
Video: Man GLG head of Asia ex-Japan equities explains real driver of equity returns in Asia is corporate profitability
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Is rampant China becoming too hot to handle?
New mutual funds launched in China attracted $389bn in 2020, up 90% on 2019
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Odey Absolute Return slumps to the bottom of the pack in January
£478m fund fell by 12.5% while the IA Targeted Absolute Return was down 0.4%