Markets await clarity as China walks a stimulus tightrope
China must prioritise reviving economic activity, or risks a deflationary trajectory reminiscent of Japan’s lost decades
Chinese equities
-
-
FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
-
Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
-
Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
-
Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
-
Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
-
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
-
Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
-
Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
-
Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
-
Morningstar Wealth’s CIO: Is China broken?
Mike Coop asks whether having exposure to the region is still worthwhile
-
Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu