The China today is vastly different from the China of the past. Rapid innovation and rising domestic consumption are powering higher quality Chinese growth, creating opportunities for discerning investors. As China’s economic and technological dominance grow, investors will likely need to consider making a more direct and deliberate allocation to China’s financial markets.
Rising disposable income and an increasing appreciation for quality have changed Chinese consumer preferences. China’s “common prosperity goal” should also increase overall purchasing power and benefit consumption-related sectors. These ...
Life after default: Why it (sometimes) makes sense to hold onto your ...
Finding value in China’s onshore bond market
Opportunities amid China’s changing regulatory landscape
Understanding China’s approach to ESG
Life after default: Why it (sometimes) makes sense to hold onto your distressed bonds