Australia
China
India
Indonesia
Japan
Malaysia
Philippines
Singapore
South Korea
Taiwan
Thailand
Vietnam
Germany
Hong Kong
USA
Switzerland
Singapore
United Kingdom
There are two “weather patterns”, China investors need to look out for this year, says Andy Rothman, Investment Strategist at Matthews Asia. One is the economic environment, the other political headwinds. We talked to him about how the recent geopolitical tensions are affecting China and if Xi Jinping’s “no limits” partnership pledge with Russia should scare investors. He also shares his views on China’s regulatory pushes last year and gives an outlook for Chinese equities in 2022.
Related Articles
Weakness in consumer confidence still a challenge for China
While the first quarter GDP growth exceeded expectations, consumer confidence in China remains weak, and the year ahead rema ...
From stable to negative: Fitch warns of China’s growing debt
Fitch believes that fiscal policy will play a crucial role in bolstering growth in the upcoming years, potentially leading t ...
Similarities, but China’s “Japanification” is far from certain
While China's economy is stuttering, investors wonder whether the country could repeat Japan's experience in the 1990s, i.e. ...
More News
The battle for the electric vehicle market is heating up
Xiaomi, one of the world's biggest smartphone makers, joined the EV battle. It will be interesting to see how fast the compa ...
How China’s role in the global supply chain is shifting
Multinational companies are fundamentally transforming their approaches to global manufacturing and supply chains, shifting ...
How Japan’s chip industry is working on its renaissance
In the southwestern part of Japan lies a small island called Kyushu. Also known as “Silicon Island,” Kyushu is gearing u ...
The pet economy in Asia is becoming big business
The pet adoption phenomenon has gained significant traction in Asia over the past years, especially since the beginning of C ...
