Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | インサイト
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5ヵ年アウトルック
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | インサイト
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | インサイト
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | インサイト
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | インサイト
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
10-01-2019 | 月次アウトルック
Residualizing Momentum in China
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019 | From the field
18-12-2018 | インサイト
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | インサイト
Ignore the short-term noise in emerging markets
Robeco's Fabiana Fedeli commenting on the short-term noise in and long-term prospects for emerging markets.
05-06-2018 | ビデオ
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | インサイト
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | インサイト
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | インサイト
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | インタビュー
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | リサーチ
Forget China - it’s the US that really moves markets
Chinese growth fears and Middle East tensions caused equity markets to open the new year with significant falls – but it is the US that investors should focus on, says Robeco’s Lukas Daalder.
05-01-2016 | インサイト
Not all emerging markets are created equal
Emerging markets have been battered indiscriminately these past months.
22-10-2015 | インサイト
Why China will dominate the emerging middle class
The Chinese middle class will dominate the ranks of emerging consumers in the next 5-10 years while predictions about India are too optimistic, says Robeco trend analyst Steef Bergakker.
10-06-2015 | インサイト