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Ben Li -

Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.

Catherine Yeung + 7 others | 8 November 2022

Podcast 34 min listen

The Investor's Guide to China podcast: Supply Chains

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.

Catherine Yeung + 8 others | 28 April 2022

Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.

Ben Li + 5 others | 28 April 2022

Article 4 min read

ESGenius: Greening ‘Made in China’

While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.

Victoria Mio + 4 others | 15 December 2021

Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 7 others | 11 August 2020

Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 2020

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