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Insights

A more cautious stance on equities
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
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
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
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Quarterly outlook
China: charting the course to carbon neutrality
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
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
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Quarterly outlook
Sizing up Chinese equities – a market too big to ignore
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
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Insight
A-shares are probably the best place to be for active investors
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
Never a dull moment: 25 years of emerging market investing
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
Giving China its rightful share in your portfolio
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-Year outlook
Five reasons for strategic allocation to China A-shares
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
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
Overcoming the challenges of ESG integration in Chinese A-shares
Growing interest in sustainability investing is driving changes in markets.
26-02-2019 | Insight