- A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Investing in HK Stocks (Turtles Substack)
- The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- How to Think About Investing in China Today (Capital Group)
- Russia, Ukraine and China (Franklin Templeton)
- Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)
- China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)
- China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
- Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
- Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)
- Evergrande Explained (KraneShares)
- Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)
- China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)
- China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)
- China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)
- Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)
- Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)
- Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)
- What if America Delists Chinese Firms? (The Asset)
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)
- China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)
- Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)
- US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)
- India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)
- The Strengthening Case for Investing in Asia
- Asia Equities: FAQS, Facts and Figures (UBS AM)
- China Health Care: A Rediscovered Sector Keeps Its Momentum (KraneShares)
- Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)
- Asean Equities Set for More Gains on Post-Covid Recovery (The Asset)
- After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)
- Asian EM Currencies Regaining Lost Ground (The Asset)
- South Korea Facing Worst Labor Market Crisis Since 1997 (Nikkei Asia)
- Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)
- Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)
- Four Things to Know About Threats to China’s Payment Giants (Caixin)
- Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)
- Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)
- China to Exert Greater Financial Discipline This Year (BNP Paribas AM)
- Hong Kong Stocks Roar Into 2021 on Surge of Investment From China (Nikkei Asia)
- Three megatrends in China According to Lei Zhang (The Asset)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Taiwan’s Institutional Resilience (Franklin Templeton)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- An Optimist’s Guide to 2021 in Asia (Nikkei Asia)
- While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- China: Seven Things Investors Should Know (LGIM Blog)
- North Asia vs South Asia: Differentiation is Key (DWS)
- This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)
- China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)
- China’s Local Governments Ride to the Rescue of EV Startups (Nikkei Asian Review)
- Hong Kong Security Law Sparks Race for Asia’s Next Financial Capital (Nikkei Asian Review)
- Singapore’s ‘Democratic Dawn’? Parties Adapt to New Landscape (Nikkei Asian Review)
- Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)
- South Korea: A Shining Example of Emerging Market Leadership (Franklin Templeton)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- Trade War Drains China’s Social Security System (Nikkei Asian Review)
- LG and Samsung in Full Retreat Before Chinese Flat-panel Onslaught (Nikkei Asian Review)
- How China’s Chip Industry Defied the Coronavirus Lockdown (Nikkei Asian Review)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)
- China Icebergs: Forces That Could Reshape the World (PineBridge Investments)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)
- Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)
- DouYu Ends First Day at Its Offer Price in $775 Million IPO (Bloomberg)
- Tencent Chases Alibaba for Cloud Computing Supremacy (Nikkei Asian Review)
- Markets Punish Multinationals Dependent on China (Nikkei Asian Review)
- Two Systems, Zero Trust? Hong Kong’s Extradition Row Risks Business Exodus (Nikkei Asian Review)
- Quiet Capital Flight Dents China’s Sway as $1.2tn ‘Disappears’ (Nikkei Asian Review)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)
- Hong Kong Tycoons Start Moving Assets Offshore as Fears Rise Over New Extradition Law (Reuters)
- The Perfect Storm Confronting Xi Jinping (Heritage Foundation)
- After a 15-year Hot Streak, Macao’s Casino Owners May Have to Pay Up (Nikkei Asian Review)
- EM Push & Pull: As China Rises, Competition for Capital Heats Up (Aviva Investors)
- U.S.-China Trade War: The New Long March (Guggenheim Investments)
- China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)
- The Spoils of Trade War: Asia’s Winners and Losers in US-China Clash (SCMP)
- Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)
- Asia300: Chinese Companies Face Surging Write-offs (Nikkei Asian Review)
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- China’s Local Equity Market: ‘…How and Where and Who’ (Aberdeen Standard)
- Credit Trends: Demystifying China’s Domestic Debt Market (S&P Global Ratings)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- The Trump Curveball: This Is What China Didn’t Expect (National Interest)
- Billion-dollar Tech Startups Hold Promise for China’s Economy (Nikkei Asian Review)
- Miniso Far, Mumuso Good: How China’s ‘Cultural Copycats’ Took Over the World (SCMP)
- Why ‘Made in China 2025’ Triggered the Wrath of President Trump (SCMP)
- China’s Great Leap Forward in Biotech (Nikkei Asian Review)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- China’s Innovation Boom Benefits Active Managers (William Blair)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Is Pakistan About to Pop? (Petition Substack)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
- China Will be Deglobalization’s Big Loser (The Asset)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- 2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)
- What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)
- China: Navigating the Regulatory Landscape (UBS AM)
- Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)
- Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)
- Regulatory Shifts in China: A New Fork in the Road? (The Asset)
- China beyond Evergrande: Contagion or containment? (PineBridge Investments)
- Evergrande Crisis and Contagion Risks (Franklin Templeton)
- Letter From Asia: Evergrande is No Lehman (Nuveen)
- Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)
- Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)
- Alternative Data in China (Man Institute)
- Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)
- Push for US-listed China Firms to Disclose Interference Risks (The Standard)
- Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)
- Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Dingdong IPO: What to Know About Dingdong (City Index)
- Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)
- Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)
- China and Green Energy Drive Copper Prices to Record High (Nikkei Asia)
- Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)
- Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)
- SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)
- Has the Bull Run on China’s New Economy Sector Fizzled Out? (The Asset)
- Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)
- The Emerging Asia Pacific Capital Markets: Mongolia (CFA Institute)
- The Clash of China’s Social Media Titans (NIKKEI Asia)
- China Makes Move On Riyadh As Washington Considers Sanctions (OilPrice.com)
- China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)
- China Self-driving Sector Shifts Into Top Gear (The Asset)
- Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)
- Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)
- China Definitively Reins In Jack Ma’s Ant Fintech Empire – Agreement Reached On “Restructuring” (ZeroHedge)
- Return of Short-Selling to Test South Korea’s Small Investors (Nikkei Asia)
- Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)
- Hundreds of IPOs Stuck in Logjam Amid Tightened Regulatory Reviews (Caixin)
- Asia’s COVID Recovery: Vietnam’s Breakout Moment (Nikkei Asia)
- The End of the Emerging-Market Bounce? (Man Group)
- Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)
- China Tech Giants Accused of ‘Bullying’ Consumers with Algorithms (Caixin)
- Asian Startups Defied Covid Turmoil in Path to Unicorn Status (Nikkei Asia)
- Asian Flying Cars Aim to Soar Over Walls of Global Regulation (Nikkei Asia)
- Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)
- China’s Auto Brands Fail to Shine in Race With Foreign Rivals (Nikkei Asia)
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- Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)
- Will Meituan Become Hong Kong’s Tesla? (The Asset)
- Sizing up Chinese Equities: A market Too Big to Ignore (Robeco)
- Health Care: The Next Wave of Innovation in China (Franklin Templeton)
- Reshaping Supply Chains Away From China (The Asset)
- Podcast: Our Man in Hong Kong (Robeco)
- The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)
- PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)
- China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)
- Huawei Turns to Mobile Chip Rivals to Beat US Pressure (Nikkei Asian Review)
- Into Africa: India Vies With China for Post-pandemic Clout (Nikkei Asian Review)
- The Future of the RMB: Special Focus (Euromoney)
- Mongolia – When Will the Stock Market Reflect the Improving Economy? (Asia Frontier Capital)
- Uncommon Yields: How China is a Rare Bright Spot in a World Deprived of Yield (KraneShares)
- Inside Huawei’s Secret Plan to Beat American Trade War Sanctions (Nikkei Asian Review)
- China Bolsters Pension Fund as Fears Grow Over 2035 Doomsday (Nikkei Asian Review)
- China Scrambles to Stem Manufacturing Exodus as 50 Companies Leave (Nikkei Asian Review)
- Asian Retail Resilience: Have Store Hours Affected Performance? (MSCI)
- Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- Banning Huawei: An Act of Economic War (Hermes)
- From Imitation to Innovation: Emerging Markets’ Technology Journey (Franklin Templeton)
- Malaysia Sees Trade Diversion Cushioning Impact of Tariff Wars (Bloomberg)
- Huawei Says U.S. Ban Hurting More Than Expected, to Wipe $30 Billion Off Revenue (Reuters)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- Three Scenarios for the Future of US-China Trade Tensions (NN Investment Partners)
- Ayala: Duterte’s China Pivot Transforms Philippines’ Oldest Conglomerate (Nikkei Asian Review)
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- After Jack: Alibaba Searches for New Growth in the Post-Ma Era (Nikkei Asian Review)
- India, China Step on the Gas on Oil Sourcing Plan (Livemint)
- Asia’s Worst Aging Fears Begin to Come True (Nikkei Asian Review)
- The Case for Dedicated China Exposure (Cambridge Associates)
- The Long View: China is Too Big to Fail (Fidante Partners)
- China: Innovation Superpower (Wellington Management)
- Middle Class and Frustrated in Asia? Populist Politicians Are Seeking You Out in 2019 (SCMP)
- The Global Impact of a Chinese Recession (Project Syndicate)
- The Future of Yuan (Express Tribune)
- The Incredible Rise of Pinduoduo, China’s Newest Force in eCommerce (TechCrunch)
- Made in China 2025: How Much of a Threat to West is Beijing’s Tech Plan? (SCMP)
- The Race to Harness AI Technology in Asia (Franklin Templeton)
- Understanding China’s Economic and Market Developments: Managing China’s Transition into Global Benchmarks (FTSE Russell)
- Three Investible Themes in China A-Shares (William Blair)
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