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Insights

Podcast: China – from power shortages to power play
Podcast: China – from power shortages to power play
In our latest podcast, we discuss China’s challenges – from property to power shortages.
26-10-2021 | Podcast
The earnings engine threatens to sputter as tapering begins
The earnings engine threatens to sputter as tapering begins
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
11-10-2021 | Insight
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
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
Sustainability trends in Asia present investor opportunities
Sustainability trends in Asia present investor opportunities
There are numerous developments in the Asian region that bode well for sustainable investing, says Arnout van Rijn, Robeco’s CIO Asia Pacific.
16-04-2021 | Video
The future of food will be healthier and more sustainable
The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
14-04-2021 | 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
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | 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
Investing in China is a question of stock picking rather than index picking
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 | Interview
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
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | Insight
‘Chinese stock market matures as institutional investors join the party’
‘Chinese stock market matures as institutional investors join the party’
Investor interest in China’s A-share market is growing.
27-08-2019 | Insight
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
Factor investing also works with Chinese A-shares
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | Interview
Chinese A-shares: does taking risk pay off?
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | Research
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