China: A Land of Risks and Opportunities

Navigating the Chinese economy and markets

China has been in the news lately. On the optimistic side, investors acknowledge the upside potential for its economy – largely thanks to government action. On the negative side, Chinese markets remain under scrutiny for their approach to the sustainable and green agenda. How can investors find the middle ground and spot the right opportunities in this market?

Why Invest in Both Chinese Rates and Credits? (UBS AM)

China’s reopening has been underway since late last year, with the recovery supported by government action. However, investor sentiment towards China remains lukewarm.

What’s Next For Mainland China’s Property Sector? (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

Although the Chinese economy has been recovering, investors should not expect real estate generally or home sales specifically to return to previous levels.

China’s Reopening, Trade Tensions Create Opportunities Within EMs (PIMCO)

For compliance reasons, this paper is only accessible in the UK & Europe

Historically, China’s economic cycles have mostly been policy driven. Given recent government actions, investors should therefore be more optimistic about China.

Chinese Gold Jewellery Market Insights (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

Gold jewellery products dominate key jewellery shopping occasions in China. This bodes well for gold investors worldwide.

China’s Hydrogen Development: A Tale of Three Cities (OIES)

China is the world’s largest producer of hydrogen, with an annual output estimated at 33 million tonnes. What does this mean for ESG allocators in China?

Can India Take Advantage Of Growing China Plus One Strategy? (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

The economic and political rivalry between China and India is about to reach new levels. This piece explores whether India's economy can overtake China's.

On Clean Energy: The US and EU Response to China’s Dominance (UN PRI)

China is already huge in renewables but will require even more capacity in the future, if its economy is to grow within a sustainable framework.

Sustaining Asia's New Economy (Actis)

US-China relations remain troubled and characterised by mutual mistrust. This dynamic is not a positive development for the global economy.