How a China economic downturn could impact the rest of the world
Markets
How a China economic downturn could impact the rest of the world
Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?
Alibaba’s Restructuring Can Maximize Shareholder Return
Stocks
Alibaba’s Restructuring Can Maximize Shareholder Return
Our analysts believe the restructuring will enhance agility and cost efficiency.  
China’s travel stocks are benefitting from Covid-19 relaxations
Stocks
China’s travel stocks are benefitting from Covid-19 relaxations
But a V-shaped recovery like the one seen in 2021 is very unlikely in 2023.
China is prepping for its 20th Party Congress
Markets
China is prepping for its 20th Party Congress
Intense focus on Xi’s anticipated third term, top policymaker appointments, as well as the forward path of China’s economic policies.
What else could Tencent sell after Meituan?
Stocks
What else could Tencent sell after Meituan?
Despite the tech conglomerate mulling a sale of its 17% stake in Meituan, our fair value estimates for both companies remain unchanged.
TSMC sinks as Taiwan tensions escalate
Video
TSMC sinks as Taiwan tensions escalate
Long a favourite of funds invested in the far east, TSMC is facing unprecedented pressure, but it's not just geopolitics at play
One year on: Has Evergrande really spooked bond managers?
Fixed Income
One year on: Has Evergrande really spooked bond managers?
It’s almost a year since the Evergrande crisis unfolded. How have managers changed their allocations to the sector, if at all?
Are battered China tech stocks on a long-term rebound?
Stocks
Are battered China tech stocks on a long-term rebound?
Chinese stocks, including Alibaba, have staged a big rebound. Here's what it might take for the rally to continue
Investors are worried about a US recession, could Chinese equities be a buffer?
Markets
Investors are worried about a US recession, could Chinese equities be a buffer?
Multi-asset portfolio managers advise turning to Asia as a diversifier.
Chinese wide-moat stocks at a discount
Stocks
Chinese wide-moat stocks at a discount
Some of Asia's best companies like Tencent and Alibaba have fallen deep into undervalued territory amid recent share price turmoil.
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