Morningstar Wealth’s CIO: Is China broken?
Mike Coop asks whether having exposure to the region is still worthwhile
China
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Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
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Robeco launches Emerging Markets ex-China Equities fund
Article 8 fund will invest in a portfolio of 60 to 80 stocks
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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Beneath the bonnet: The case for L’Oréal, Salesforce and LVMH
Three fund managers share stocks that are making a difference
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RBC Brewin Dolphin: Will the year of the dragon bring good fortune for China?
2024 is likely to be another uphill battle for China, writes Janet Mui
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Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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China funds top performance in February with average 9% returns
Seven of top-ten returning funds belong to China
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
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Chinese equities: Will there be a sea-change in sentiment?
As the Year of the Dragon opens with the stockmarket of the world’s second-largest economy at record lows, Portfolio Adviser analyses the myriad headwinds facing China in 2024
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
