Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)

In just a decade, Chinese assets have gone from exotic category status to that of must for global investors. This calls for a much better understanding.

What is the China-US ‘trade war’ really about? Will China inevitably overtake the US as the dominant power? How should investors approach Chinese equity markets? Here are some of the questions we discussed with George Magnus, former chief economist at UBS and author of Red Flags: why Xi Jinping’s China is in Jeopardy, published by Yale University Press in 2018. (This is an excerpt of a longer interview) READ MORE

Similar Posts:

• When China Sneezes, Latin America Gets the Flu Thanks to Commodities (IPS)
• Podcast: A Beginner’s Guide to Investing in China (KraneShares)
• Aberdeen Asset Management’s China Update
• The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)
• BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
• Accounting Fraud and Abuse Still Widespread Among Listed Chinese Stocks (CMN)
• Understanding China’s Onshore Equity Market Rally (KraneShares)
• The Perfect Storm Confronting Xi Jinping (Heritage Foundation)
• Was Huawei Warned in Advance About the Vietnam Protests? (WCT)
• U.S.-China Trade War: The New Long March (Guggenheim Investments)