Tag: Emerging Markets
Capital Market Line: China’s Pivot and the West’s Winding Road Back to Reflation
Since our last publication, the most significant developments in the...
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Asian High Yields – Where do we go from Here?
As investors reassess their risk expectations towards the Chinese property...
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Investment Strategy Insights: Gauging Evergrande’s Spillover Effects
While the risk is palpable, we do not view China...
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Assessing Opportunities in China and Frameworks for Sustainable Investing
Our focus this quarter was on China’s economic and regulatory...
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Maximizing Return Opportunities with a Fixed Maturity Investment
For investors seeking predictable returns and income, the one place...
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China’s Regulatory Tightening: Our View on Goals and Scope
China’s government recently enacted new regulations on a number of...
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Evergrande’s Troubles Predate China’s Crackdown on Capitalism
Boston – We have followed developments related to Chinese property developer...
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Bullish and Bearish COVID Developments: CDC Advisors Say the Delta
Boston – According to a new analysis by a consortium of...
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Digitising Transactions in Asia: One Chop at a Time
Paper-based documentation and chops are disappearing across Asia as a...
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China’s Evergrande: A Fortress Made of Sand?
The fallout of China Evergrande’s imminent credit event will be...
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