Chinese investment gets easier - holding companies, VAT, renminbi and FDI reform
The Chinese economy continues to grow and modernise, and the Government recognises that existing systems and structures are no longer suitable for the state of development. In this briefing, Wragge...
View ArticleThe DLA Piper guide to doing business in China
The fifth edition of DLA Piper's 'Doing Business in China' guide provides comprehensive industry knowledge and insights into what it takes to successfully plan and execute business and investment...
View ArticlePrologue Capital Quarterly - May 2012
It is now about five years since the great crash, yet the global economy remains subpar with little hope of a significant acceleration while the risk for a renewed global crisis is elevated. This paper...
View ArticleInvestment Strategy Bulletin- Chinese equities: time to step back in
Lombard Odier has been bearish on Chinese equities for the past 2 years, judging that embedded risk premia were far too thin to offset the underlying structural risks. Chinese equities are now starting...
View ArticleSmall Emerging Markets: A Growing Opportunity
In the emerging markets universe, the so-called BRICs - Brazil, Russia, India, and China - typically garner the most attention. But several less high-profile developing countries are increasingly...
View ArticleEmerging Markets Converge With the Developed World
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. In the following interview, portfolio managers Michael Gomez and...
View ArticleCurrent capital market report on the Emerging Markets July 2012
'In the wake of the steep price declines last month, share prices generally rebounded strongly in most of the Emerging Markets in June. Particularly robust gains were registered for Turkish stocks,...
View ArticleSecular Outlook Series: Emerging Markets
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. This paper discusses the evolution of emerging markets,...
View ArticleIndia: Good Growth, Bad Growth
It goes without saying that areas of growth attract investors. But in a blind chase for growth, it is easy to forget that only growth accompanied by economic profits creates value. This month Sunil...
View ArticleComplex Structures for Investing in China
China’s Variable Interest Entities (VIEs) have long allowed foreign investors to be able to partake in the growth of some industries in China, such as education and the Internet, restricted to...
View ArticleMaking a move into China
China’s dramatic rise has been one of the defining themes of the shifting global economic landscape in recent decades. Fidelity offers the views of several of its leading investment professionals on...
View ArticleChina’s fear factor – Gary Greenberg tackles the three major investor concerns
Nothing better illustrates investors’ bipolarity – between fear & greed – than the subject of China. Before the crashes of 1997 & 2007, greed dominated, but fear is now the overriding emotion....
View ArticlePortfolio perspectives on China
Robert Swift, Newscape’s Lead Portfolio Manager of its New Perspective EM Equity Income Fund discusses China’s outlook and why slowing GDP is not necessarily a bad thing. In fact, an improvement from a...
View ArticleChinese growth, Eurozone weakness and Global High Yield
Brandywine offers its opinion about current pricing and risks in the global high yield markets. Download this article to find out more.
View ArticleSmall Emerging Markets: A Growing Opportunity
In the emerging markets universe, the so-called BRICs - Brazil, Russia, India, and China - typically garner the most attention. But several less high-profile developing countries are increasingly...
View ArticleEmerging Markets Converge With the Developed World
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. In the following interview, portfolio managers Michael Gomez and...
View ArticleCurrent capital market report on the Emerging Markets July 2012
'In the wake of the steep price declines last month, share prices generally rebounded strongly in most of the Emerging Markets in June. Particularly robust gains were registered for Turkish stocks,...
View ArticleSecular Outlook Series: Emerging Markets
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. This paper discusses the evolution of emerging markets,...
View ArticleIndia: Good Growth, Bad Growth
It goes without saying that areas of growth attract investors. But in a blind chase for growth, it is easy to forget that only growth accompanied by economic profits creates value. This month Sunil...
View ArticleComplex Structures for Investing in China
China’s Variable Interest Entities (VIEs) have long allowed foreign investors to be able to partake in the growth of some industries in China, such as education and the Internet, restricted to...
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