March Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio
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Is a Major RMB Depreciation on the Cards?
Potential signs of major stimulus excites markets but could weaken the RMB. Continued incremental easing in China may disappoint equity investors...
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China Two Sessions Output Gives Cause for Confidence
While Investors may be disappointed by the lack of a major headline stimulus plan, the details offer more hope andvwe still believe China and...
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EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
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3 Take-Aways from Li Qiang’s Speech
Welcome to this week’s Great Game where we turn our attention to China. The Communist Party is annual National People’s Congress where Premier Li...
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