The economic upswing in China has revived patterns, such as rising foreign trade surpluses and rising domestic debt. We talked to Gerwin Bell from PGIM about the Chinese strategy and the effect on China's fixed income market.
Asia Pacific equities have done surprisingly well since Q1. However, with again rising Covid-19 infections, the fragile economic recovery could stall. An interview with Flavia Cheong, Head of Equities Asia Pacific, Aberdeen Standard Investments.
Why do Chinese tech stocks like Alibaba and Tencent dominate the portfolios of many Asian strategies? And what other companies are attractive right now? We asked David Choa, Head of Greater China Equities, BNP Paribas Asset Management.
Consumers in Asia are a key growth driver for the region and will help shape the future of global consumption, creating attractive investment opportunities, says Joohee An, Mirae Asset Global Investments.
Given the global uncertainty in growth, and China’s own uncertainty, what structural investment opportunities are still available in China? We talked with Patrick Ru, Portfolio Manager, Neuberger Berman.
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