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There are 6 item(s) tagged with the keyword "China".

Displaying: 1 - 6 of 6

Deglobalisation is just getting started

The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.

Tags: LGIM, Asset allocation, United States, Productivity, Politics, Election, China, Asia, Central banks
ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

Tags: J.P. Morgan Asset Management, China, Environmental Social And Governance
Making sense of China's recent moves

From US ADR de-listings to geopolitics and rising Covid cases, there have been no shortage of issues for investors in China to face of late. Fidelity China Consumer Fund portfolio manager Hyomi Jie shares her latest thoughts on the market backdrop and outlines where she sees a disconnect between sentiment, valuations and fundamentals.

Tags: Fidelity, China
Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.

Tags: LGIM, China, emerging markets
China's give and take

Policymakers appear happy to accept greater market volatility as they pursue macroprudential measures, which may also create room to meet climate targets.

Tags: LGIM, China
China's techtonic shift

What should investors make of China’s crackdown on its technology companies?

 

Tags: LGIM, China, technology

Displaying: 1 - 6 of 6