Watch for three policy shifts in China to cushion virus impact
Ben Powell writes that China may change policy at the delayed National People’s Congress in three key areas:…
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china
Large, liquid and unloved: China’s story runs deeper than trade
China’s onshore equity market, while both vast and liquid, is relatively untapped by foreign investors. Jeff Shen looks…
Is China too big to ignore?
China has experienced huge economic success in the last 30 years, transforming from a mainly poor and rural…
Notes from the road: An equity investor’s lens on China
Markets tend to focus on one risk at a time, and it’s fragile U.S.-China relations that are front…
Takeaways from a timely China trip
Ben shares key observations from a recent field trip to China amid rising U.S.-China rivalry and global trade…
Why we see a renewed spring in Europe’s step
Elga explains the reasons we see a European economic recovery in the second half of the year –…