China’s tech revolution: unprecedented scale, mixed results
A report card from consumer internet to hard tech.
There is little doubt that China is - and increasingly will be - a major force in directing global capital markets.
Given the current global uncertainties, we believe understanding China's economic, political and regulatory reform agenda is ever more important.
Portfolio Managers Varun Laijawalla and Wenchang Ma discuss the current challenges and opportunities for emerging markets and China equity investors. They also explore whether investors should consider a discrete allocation to EM-ex-China.
Road to 2030
Predictions are straightforward to make but hard to get right. For Chinese economic growth, things have typically been a little easier, since GDP growth is an input into (rather than an output of) China’s planning regime. The success of that developmental system is why China’s economy has grown fourfold over the last 20 years, from the global number six to number two today.