Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.
Monday 18 March: our Chief Investment Officer Caspar Rock discusses European banks, US-China trade talks, Brexit and the agenda for the week ahead.
Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets
Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.
In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.
Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.
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