- 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)
- 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)
- 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)
- Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)
- 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)
- Tencent, Alibaba and the Fight to Control China’s Online Ecosystem (Nikkei Asian Review)
- 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)
- To Play China’s AI “Gold Rush:” Invest in the Shovels (Wellington Management)
- Private Equity Floods into Southeast Asia (Nikkei Asian Review)
- Tesla Has Over 300 Chinese Startups Hot on its Tail (Nikkei Asian Review)
- Why it Could Be a Big Year for Chinese Bank Stocks (The Asset)
- Why China Will Lose a Trade War With Trump (The Daily Beast)
- China A: Opportunity for Active Managers (William Blair)
- Asian Investors Lukewarm on Viability of Belt Road Project Bonds (The Asset)
- China’s Staggering Demand for Commodities (Visual Capitalist)
- Alibaba-backed Xpeng Emerges as China’s Answer to Tesla (Nikkei Asian Review)
- Five Key Trends Driving China’s eCommerce Market (Nielsen)
- Thailand Attempts Do-or-die Leap to a Technology-Driven Economy (Nikkei Asian Review)
- CLSA Feng Shui Index 2018
- China Investing in the Year of the Dog (GAM Investments)
- Navigating a China Dip (Enterprising Investor)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- China: From Smokestack to Labtech (William Blair)
- Perspective Global Equity: Why China A, Why Now? (William Blair)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- Why China Will Keep Buying US Treasury Debt (SCMP)
- China’s Effective Tax Rate is Still Much Lower Than the US (The Asset)
- China Offers Tax Incentives to Persuade U.S. Companies to Stay (NYT)
- Western Contempt for China Turns to Panic (Asia Times)
- Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)
- Lessons From Japan’s Lost Decades for China (Nikkei Asian Review)
- Results of MSCI 2017 Market Classification Review (MSCI)
- Some of China’s Richest and Most Powerful Men Have Mysteriously Vanished (LA Times)
- US-Chinese Business Partnerships Are Thriving (Kraneshares)
- Mark Mobius Answers Readers’ Questions (Mobius Blog)
- Alibaba 2017 Investor Day
- Behind China’s $1 Trillion Plan to Shake Up the Economic Order (Independent)
- China Consumer Confidence Index Reaches Highest Level in Two Years (Nielsen)
- South Korea Learns Not to Annoy China as Their Tourist Numbers Fall (CNN Money)
- How Does Tencent Compare With World’s Tech Titans? (Forbes)
- 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)
- 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: A Visit to the Epicenter (KKR)
- China Faces Pushback on Belt and Road Indebtedness (The Asset)
- Morgan Stanley: Macau Up Cycle Likely Held for Several More Years (GGR Asia)
- The “Next Eleven” and the World Economy (The Asset)
- China Will Do What’s Best for China: Not Shooting Markets (Bloomberg)
- Can You 3D-print a Car? This Company Will Mass Print Cars by 2019 for US$10,000 Each (SCMP)
- China: Jan-Feb Data Better Than Expected (Pictet Wealth Management)
- China Cuts Taxes, Simplifies Code to Kick Start a Stalling Economy, Stem Capital Flight to America (SCMP)
- The Hidden Risks of China’s War on Debt (Nikkei Asian Review)
- White Goods Manufacturer Qingdao Haier Co Looks at Selling D-shares in Frankfurt (The Asset)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- Five Things You Need to Know About Foxconn’s Shanghai IPO (The Asset)
- China Conglomerates Aim for Reset in Tighter Credit Environment (Reuters)
- China’s Year of the Dog Bounds Into View (Allianz Global Investors)
- What Justifies Xiaomi’s Proposed IPO Valuation of US$100 Billion? (The Asset)
- Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)
- Three Reasons Why South Korea is Our Gold Medalist (Robeco)
- 3 Misconceptions You Might Have About China (KraneShares)
- What’s Really Driving China’s Currency Stability (KraneShares)
- India and China Emerging as Startup Hot Spots (Nikkei Asian Review)
- Why Alibaba’s Jack Ma Can’t Seem to Win Over the U.S. (WSJ)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- Asset Returns are Stemming Capital Flight in China (The Asset)
- How Kong Handover Blinded Media to Story of the Decade (SCMP)
- The 40 Biggest Chinese Stocks Being Added to the MSCI Index (Fortune)
- The World in 2050 (PWC)
- Vultures Circle Over Asia as Corporate Debt Piles Up (Nikkei Asian Review)
- Podcast: A Beginner’s Guide to Investing in China (KraneShares)
- 2017 Global Retail Development Index (ATKearney)
- Chinese Automakers Launch a Global Offensive Via Emerging Asia (Nikkei Asian Review)
- China’s Seniors Will Reshape the World (Bloomberg)
- Are China’s Hidden Liabilities Behind Moody’s Ratings Downgrade? (Fiscal Times)
- How China’s Middle Classes Move Their Money Abroad (SCMP)
- Moody’s Downgrades Hong Kong’s Rating to Aa2 From Aa1; Raises Outlook to Stable from Negative (Moody’s)
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