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Blog
4 min read
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
Blog
6 min read
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
Article
4 min read
Flows vs friction
Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.
Blog
3 min read
Valuations come to the fore in Hong Kong
Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.
Blog
4 min read
Hong Kong and the relevance of economic resilience
Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.
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