China

  • China shoots to number one in gold race

    China shoots to number one in gold race

    China trumps India in the league of top gold-consuming nations, the World Gold Council reveals.

  • A stock pickers market emerging in 2014

    A stock pickers market emerging in 2014

    As the bearish mood around EM continues into 2014, it might be time to hunt for some hidden stock opportunities

  • PA ANALYSIS Whatever happened to Chindia

    PA ANALYSIS Whatever happened to Chindia

    A few years ago, the worst portmanteau ever was created – Brangelina. The investment equivalent is another one that sticks in the craw – Chindia – though thankfully this one has largely disappeared from use.

  • Barings to close China Growth Fund

    Barings to close China Growth Fund

    After five years, the asset manager has decided to close its China Growth Fund.

  • rethink China debt in an GEM allocation

    rethink China debt in an GEM allocation

    China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.

  • Markets that its too late to sell

    Markets that its too late to sell

    It’s time for celebration in China as we welcome in the Year of the Horse. The question for investors is has the horse already bolted in the Asian equity growth story‚ at least in the short term?

  • Plenty of stock picking opportunities in EM

    Plenty of stock picking opportunities in EM

    Emerging Markets are bringing a range of hot stock picks to the table.

  • china growth slows in fourth quarter

    china growth slows in fourth quarter

    China’s fourth quarter GDP figures showed growth slowing slightly, but they remained ahead of market expectations.

  • East Capital latest in China rush

    East Capital latest in China rush

    Emerging markets specialist East Capital has launched the Luxembourg registered China A-Shares Fund, to be managed out of its Stockholm HQ and Hong Kong.

  • Hermes hires Asia-expert Diego Mauro

    Hermes hires Asia-expert Diego Mauro

    Asia expert Diego Mauro has joined the emerging markets team at Hermes.

  • China ETFs launch on the LSE

    China ETFs launch on the LSE

    With the launch of two new ETFs‚ European investors are now able to buy shares in smaller‚ faster-growing Chinese companies.

  • pa analysis dej vu all over again

    pa analysis dej vu all over again

    Numbers we get from China indicating the return of economic momentum last year have ominously turned south at the start of this year.