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  1. Featured insight

Our views on US tariffs

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.

  • 5 mins

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Latest insights

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Tightening regulation on Chinese technology companies

What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity?
  • Article
  • 6 mins
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China-US trade tensions: A blessing in disguise

How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies?
  • Article
  • 6 mins
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China Equities Update - June 2021

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.
  • Article
  • 10 mins
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China - what's in store for 2021?

2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.
  • Article
  • 20 mins
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Webcast: China - What's in store for 2021?

2020 has been an extraordinary year for the markets – from the pandemic lows to one of the fastest bounce back in history. How will 2021 pan out especially from a China perspective?
  • Webcast
  • 53 mins