China

The world – past, present and future – as seen through a Chinese lens

Join Strategist Michael Power for a sweeping examination of China’s remarkable rise, which is profoundly altering patterns of global trade and influence – with consequences for investors everywhere.

14 Jun 2021

40 minutes

Michael Power
Join Strategist Michael Power for a sweeping examination of China’s remarkable rise, which is profoundly altering patterns of global trade and influence – with consequences for investors everywhere.

Re-orientation

Globalisation isn’t dead. It’s just being radically re-oriented, with Asia – the Orient – as its centre of gravity. That poses some crucial questions for investors.

Read Michael Power's full paper

Michael Power
Global Strategist

Related insights

China

How China is forging its own path to recovery

Against a challenging backdrop, but armed with an ample monetary war chest, China’s macroeconomic policy is likely to continue diverging from other major markets, according to Portfolio Manager Wenchang Ma. For investors, this creates opportunities.

China

Six reasons to revisit Chinese equities

Outflows from Chinese equities have been persistent through 2021 and much of 2022. Investors have struggled with near-term dynamics from COVID, a weak real estate market and fresh regulations. This has driven valuations to their cheapest level since 2019. For long-term investors, portfolio manager Wenchang Ma sees six reasons why you should revisit the investment case for Chinese equities.

Investment Institute Forum

New walls and broken bridges

Russia’s invasion of Ukraine and China’s growing assertiveness have important consequences for global markets. These consequences may not be as predictable as some would imagine.

Investment Institute Forum

It’s all about inflation

Ninety One’s Investment Institute has flagged inflation as the single most important issue occupying the minds of strategists, currently.

Podcast

Where next for emerging markets and Chinese equities?

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.

18 minutes

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

Location:Global
Role:Select your role
Call client team +44 (0) 20 3938 2000
© 2022 Ninety One. All rights reserved