A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
China: navigating the push towards technology leadership
After more than three decades of accelerated catchup with more advanced economies, China is now engaged in a race for global technology leadership.
05-10-2021 | Insight
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Insight
China: charting the course to carbon neutrality
China’s pledge to become carbon neutral by 2060 has left many observers both excited and perplexed.
20-04-2021 | Insight
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | Insight
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Insight
Climate investing: from urgency to solutions
A-shares are probably the best place to be for active investors
As China starts to recover from the coronavirus storm, domestic investors are already focused on economic green shoots.
06-04-2020 | Insight
The most important ESG issue in the coronavirus crisis is our response
As soon as the coronavirus crisis hit our society and financial markets, we received many questions on how this relates to sustainable investing and ESG.
31-03-2020 | Column
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | Insight
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | Insight
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 | Insight
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
16-04-2019 | Insight
Overcoming the challenges of ESG integration in Chinese A-shares
Growing interest in sustainability investing is driving changes in markets.
26-02-2019 | Insight