Emerging Markets

Is Vietnam Ready to Fill China’s Supply Chain Gaps?
Revisiting China’s Equity Markets as Coronavirus Spreads
Will the Wuhan Coronavirus Infect China’s Economy?
Investing in Chinese Stocks After the Trade Truce
Chinese Stocks Poised for Bigger Role on Global Market Stage
Emerging Markets: Widen Your Lens Beyond Trade Tensions
Is the China Rally Real?

Is the China Rally Real?

by John Lin
The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.

Capital Markets Outlook, Emerging Markets, Equities


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No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Opportunity Amid the China Slowdown

Opportunity Amid the China Slowdown

by John Lin
The slowdown in Chinese economic growth, exacerbated by the tariffs imposed by the US, and its negative effect on the earnings of companies around the globe, has received significant attention recently. Nonetheless, we believe that an allocation to Chinese stocks remains a highly attractive opportunity for long-term investors who are comfortable with volatility.

Emerging Markets, Wealth Planning


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Nigeria and South Africa: Will Elections Bring Change for Investors?
China: Current Questions, Long-Term Opportunities
How Low Can Emerging Markets Go?
Emerging Markets: It’s Not All About Turkey
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