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Is China exporting inflation to emerging markets?

Newton Investment Management talks about China's changing economy and its role in tackling the inflation in emerging markets....
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Asia fixed income poised for favourable times ahead?

Allianz GI highlights the fundamental resilience of the Asian fixed income market based on the region's growth and fiscal policies. ...
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Why investors should separate China from emerging markets

There are ample stock picking opportunities within emerging markets without China to continue generating excess returns, says Invesco....
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China Year of the Dragon – what investors should expec...

As China gears up for the Year of the Dragon, asset managers discuss the course of the economy and key investment opportunities over the lon...
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Mapping the impact of energy transition in Asia

HSBC AM points to Asia's challenge of balancing its growth and decarbonisation goals, and discusses impact of this transition on the economi...
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Uncovering alpha investment opportunities in China

UBS Asset Management highlights various opportunities within China's economy for investors to consider in 2024. ...