Follow the trends when investing in Asia
Consumer trends and not GDP growth should be the key consideration for investors looking to take advantage of opportunities in China, suggest specialist investment firm Matthews Asia.
China
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from china crisis to war in Iran wade risk
Keith Wade takes a global roadtrip to assess where the macro risks are and how likely they are to impact on his investment strategy.
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golden year for precious metal
Demand for gold in value terms hit both an annual and final quarter record in 2012, while its average price during 2012 was 6% above its 2011 price.
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have investors missed the easy money china
With the advent of Chinese New Year comes a plethora of commentary on the country's investment case. Which ones should you listen to and which are just a lot of hot air?
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chinese economy rebounds
China’s economy grew by more than expected during the fourth quarter of 2012, boosting hopes of a nascent recovery in the country’s fortunes.
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bumpy road ahead for china
China’s slowdown may have bottomed out, but investors expecting an instant equity rally could be left disappointed.
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China acceleration hope will be disappointed
Hope that China’s growth will start to reaccelerate through 2013 and into 2014 are likely to be disappointed, according to analysis by Capital Economics.
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barclays champions long term china play
Direct exposure to China deserves a place in most long-term portfolios despite the recent underperformance of the country’s companies, Barclay’s Kevin Gardiner argues.
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manufacturing growth offers china recovery hope
New figures suggesting Chinese manufacturing activity expanded for the first time in over a year offer hope that the world’s second largest economy is in the midst of a genuine recovery.
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pa analysis asian glass is more than half full
There are many news providers that are quick to see the negative in a story when more detailed analysis highlights the positives. China's "stalling" economy is one great example…
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bears in the china shop
Whether it is a soft or hard landing for the giant of the east, one certainty is there will be no cruising. Economists and fund pickers alike are exercising caution, and here is why…
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time to prepare for resurging Chinese growth
Fund managers are becoming more confident about China despite the country's slowing growth.