China

January 05, 2015

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Executive Summary 1. There are attractive investment opportunities in 2015, but we expect more volatility. As we’ve said over the past several weeks, we see good momentum in economic fundamentals supporting corporate profit growth and stock price appreciation in 2015,...
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August 28, 2014

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China Deepens Reform and Privatization of State-Owned Enterprises We wrote a few weeks ago that events in China show Xi Jinping decisively consolidating his power — specifically, the downfall of Zhu Yongkang, a former member of the Politburo Standing Committee and...
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June 19, 2014

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Asian Firms Preparing to Take the World Stage The development of Asian capitalism over the past several decades has been robust. According to data from the International Monetary Fund (IMF), the proportion of world GDP generated by the advanced G7 economies peaked...
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April 03, 2014

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China Eases — One More Step in the Dance Chinese premier Li Keqiang gave a speech to provincial officials last week which indicated that the arrival of some form of stimulus to the Chinese economy is imminent. We continue to hold...
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February 20, 2014

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Internet Investment in China Attracts Scrutiny from Central Bank A tiny slice of China’s savings are beginning to flow into new online investment vehicles run by Chinese internet giants such as Alibaba, Tencent, and Baidu. Chinese regulators are now looking at...
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