China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Concentrated portfolio of 20 to 40 high-quality companies
New hire strengthens Chinese equity capability at Investec AM
Which funds stole the show?
Global equities and mixed asset funds popular
Growth could be unimpeded by trade tensions
MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
The Bigger Picture on fund selection
The US administration appears to be targeting export-oriented entities out of China.
Joining as head of Asia Pacific ex Japan
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
'Nobody wins in a war'
Markets have reacted with increased volatility
Focus on Asia income
Focus on 2018
Overheated global economic recovery a risk
Value should emerge quickly
Previously only run on segregated basis