Tag: China

Investors looking for global diversification have had a tough time in recent years, but there are pockets of opportunity.

The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.

Pension giant is seeking a better way to implement its China equity exposure.

In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.

After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.

War and international tension spell increased arms spending and, thus, higher military contractor share prices.

The asset class will still provide ‘highly attractive returns,’ even if economic growth slows, says First Sentier Investors.

U.S. manufacturing can’t compete on cost, but it has a leg up in some areas.  

China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.

U.S. and Canadian allocators no longer pile into Chinese assets.

The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.