The cost of capital in China's changing markets
This paper, written by Benjamin Mandel and Hannah Anderson, explores the portfolio implications of trade policy uncertainty, at a time when trade-related market shocks are becoming more frequent.
This paper, written by Marcella Chow and Chaoping Zhu, discusses the removal of QFII and RQFII quotas as part of China’s ongoing financial reform.
This paper, written by Benjamin Mandel and Hannah Anderson, is a summary version of “What is a trade war, and are we in one?”, exploring the portfolio implications of trade policy uncertainty.
This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.
This paper, written by Hannah Anderson, responds to the latest escalation in the U.S.-China trade dispute and discusses how investors can position themselves for rising trade tensions.
This paper, written by Marcella Chow, analyzes the recent financial market opening measures announced by Governor Yi and how they impact our view on Chinese equities.
This paper, written by Hannah Anderson, unpacks the latest changes in U.S. trade policy and discusses their market implications.
This paper, written by Marcella Chow, Chaoping Zhu and Hannah Anderson, analyses the key factors that led the moderate economic slowdown in China and its investment implications.
Domestic demand: Silver lining amid the cloudy Asian trade outlook