Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.
Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress
In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.
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.
Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.