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There are 27 item(s) tagged with the keyword "China".

Displaying: 1 - 10 of 27

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
China in 10 charts

Investing in the right active strategy will be key as momentum for China’s V-shaped rebound moderates once the rest of the world recovers and Beijing normalises policy.

Tags: Aberdeen Standard Investments, China, multi-asset, bonds
What impact is Covid-19 having on global economies and markets?

With Covid-19 now a pandemic, and with countries across the globe moving to implement lock downs, we look at the impact on the global economy and financial markets in a series of charts.

Tags: Schroders, equities, fixed income, Coronavirus, global, China
Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from an asset allocation perspective. 

Tags: global, China
Chinese PMI softening before virus hit

Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November. A post here in December linked the PMI pick-up to stronger real narrow money growth in early 2019. With money trends deteriorating from Q2, the suggestion was that the PMI would show renewed weakness in early 2020.

Tags: Global Perspectives, China
Compounding the Growth Opportunity in Asia Ex-Japan

Many investors associate Asia ex-Japan with high-growth, higher-risk investing, which can mean some good-quality, growth-compounding companies are overlooked.

Tags: US, China, trade war, Japan

Displaying: 1 - 10 of 27