Made in China 2025

Emerging Markets

Can China save EMs again?

Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.

China Focus

The closing of the Chinese mind

(May 6): Lou Jiwei may not be a household name in the West, but the former Chinese finance minister is well known and highly respected among financiers and economic policymakers. Yet, in early April, China’s government announced Lou’s dismissal from h

Global Economy

China counters Trump with tariffs on soybeans, automobiles

(Apr 4): China said it would levy 25% tariffs on imports of 106 US products including soybeans, automobiles, chemicals and aircraft, in response to proposed American duties on its high-tech goods.

SGX's 20 largest China exposure plays posts 27% return YTD

SINGAPORE (Sept 21): The Singapore Exchange has 180 stocks which can be considered China exposure plays.
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