What China’s debt pile and ’80s England have in common
There are a number of parallels to be drawn between the current debt overhang in China and 1980’s Britain particularly in the north east says Robert Horrocks.
Policy missteps biggest threat to growth in Asia – Matthews Asia
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
PA Expert Insight: Is Asia now a proxy for emerging market investing?
The commodity driver for much of the past decade’s emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?
“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
Chinese education stocks offer opportunity amid continued volatility – Matthews Asia
Volatility will continue in China and wider Asia but certain aspects of structural growth are still creating good investment opportunities, argued Yu Zhang, lead manager of the Matthews China Dividend Fund.