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Insights

Are emerging markets on the rebound?
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | Insight
China on-site: GDP growth worries and the opportunities in electric vehicles
China on-site: GDP growth worries and the opportunities in electric vehicles
Are the worries about China’s growth rate justified?
04-10-2018 | Insight
Five reasons for a strategic allocation to China A-shares
Five reasons for a strategic allocation to China A-shares
As the A-share market is opening up to investors and MSCI has just taken its first step to include A-shares, a lot of capital is expected to flow into the onshore Chinese market.
19-09-2018 | Insight
China leads: robotics
China leads: robotics
China is installing more robots than any other nation.
06-09-2018 | Insight
Beautiful China: the war on pollution
Beautiful China: the war on pollution
China’s unparalleled growth over the past decades has come at a price: pollution.
23-08-2018 | Insight
Changing demographics to support consumption
Changing demographics to support consumption
Will the Chinese soon be free to decide how many children they have?
09-08-2018 | Insight
Best reads of 2018
Best reads of 2018
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The outlook for Chinese stocks: firm but choppy
The outlook for Chinese stocks: firm but choppy
Investment outlooks for China diverge widely.
27-07-2018 | Interview
How to manage US-China trade war risk?
How to manage US-China trade war risk?
How can the US-China relationship be fixed?
26-06-2018 | Insight
China on-site: trade war risk and healthcare momentum
China on-site: trade war risk and healthcare momentum
How should Chinese equity investors deal with trade war risk?
12-06-2018 | Insight
China on-site: renminbi worries and the rise of A-shares
China on-site: renminbi worries and the rise of A-shares
How worried should investors be about the renminbi?
30-04-2018 | Insight
China on-site: tightening policy and industrial innovation
China on-site: tightening policy and industrial innovation
Does China’s tightening policy hamper economic growth?
07-02-2018 | Insight
Outperforming in Asia with ‘boots on the ground’
Outperforming in Asia with ‘boots on the ground’
A local presence in Asia has helped to generate outperformance over the past decade, say Robeco’s Chief Investment Officers in the region.
30-01-2018 | Insight
Investment outlook 2019
Investment outlook 2019
Find out more
China on-site: property bubbles and internet growth
China on-site: property bubbles and internet growth
In our bi-monthly publication on China we discuss a key concern and a key opportunity.
01-12-2017 | Insight
China on-site: debt concerns and consumption upgrades
China on-site: debt concerns and consumption upgrades
This new bi-monthly publication discusses both a key concern and a key opportunity in China.
01-11-2017 | Insight
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Emerging markets alert
Robeco launches Chinese A-share Equities strategy
Robeco launches Chinese A-share Equities strategy
China’s USD 7 trillion domestic market is the second largest in the world.
01-06-2017 | Insight
MSCI verdict on Chinese shares could speed up liberalization
MSCI verdict on Chinese shares could speed up liberalization
A decision by MSCI to delay the inclusion of Chinese A-shares in a key index could speed up liberalization of the market, says fund manager Victoria Mio.
17-06-2016 | Insight
China averts short circuit, markets relieved
China averts short circuit, markets relieved
On January 7, the A-share market fell sharply after the opening bell.
08-01-2016 | Insight

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