Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.
Investment trust managers are showing renewed appetite for unlisted companies as a way of "differentiating themselves" from competitors, as they also hunt for fresh opportunities in a low-growth environment.
Further improvements needed
China's recent stimulus might be boosting sentiment, but the rise in overall debt is creating serious problems and is likely to lead to a financial crisis in the coming years, argues Justin Onuekwusi, multi-asset fund manager at Legal & General Investment...
Challenges more significant than outcome of Brexit vote
Mike Riddell, fixed income portfolio manager, Allianz Global Investors
GDP growth in China for Q1 2016 hit a record low of 6.7% following a 21 consecutive quarterly downward trend. However, there are other economic indicators that may suggest the macroeconomy is showing signs of stabilisation, writes Miller Guo, CEO of GF...