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How China aims to unlock more value from state firms
In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.
Chart Room: Earnings, not valuations, will carry China’s rebounding markets forward
Improving corporate earnings are likely to take over from cheap valuations as the main driver in the next stage of the Chinese stock market's rebound.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
US midterms and a history of stock market gains
The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: Valuations look more reasonable but there may be more to come
You’re on mute: Shareholder meetings in the post-Covid era
Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.
Chart Room: When it pays to consider low volatility strategies
In the face of a riskier macro environment, strategies designed to minimise volatility may find their time to shine.
Chart Room: Retail investors pile into the fastest growing stocks
Retail investors' market participation is extreme not only in volume, but also concentration.
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.
Delayed demand making its return to China’s property market
New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.
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