Investors must closely monitor government policy in China to identify the growth industries of tomorrow
China
Asia’s economy set to power ahead now China back on track
The lifting of Covid restrictions has seen China’s economy rebound, though worries over regulation of the tech sector and the geopolitical situation remain
Asia’s rising prosperity creates boom market for wealth management
There is huge demand for wealth management services across northern and south-east Asia, although the recent crises around Credit Suisse and SVB are leading wealthy families to re-assess their banking providers
Zero-Covid reversal boosts wider Asian region
Chinese stocks have surged following the government’s abandonment of its lockdown policy and provided a shot in the arm to the whole region
Wealth managers tread softly as Asia reopens
Western banks expect Asia-Pacific growth to pick-up now China has emerged from lockdown, but are careful not to put all their eggs in one basket by diversifying across the region
Have investors missed the boat on China’s equity rally?
Mayur Nallamala, head of Asian equity at RBC BlueBay Asset Management, believes there are still opportunities available in Chinese stocks, while the recent rally should benefit the wider region
Private View Blog: Protests in China add to global uncertainty
There seems little prospect of a speedy reversal of China’s zero-Covid policy or its growing tensions with the rest of the world, argues Investec’s John Wyn-Evans
Fintech on Friday: China’s digital currency challenge
China has aggressively rolled out the e-CNY but the initiative has met with only partial success so far
China’s appeal as an investment destination dims but does not disappear
The world’s second biggest economy may have a questionable human rights record, slowing growth and a problematic relationship with the US, but it remains too important for investors to ignore
Pandemic proves emerging markets’ newfound resilience
Developing markets now have deeper capital markets as well as local investors, meaning they are much better placed to weather global crises
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