Market commentaries, news and posts on the website of Gerle Financial Communications dealing with China’s economy in general and investments in the People’s Republic in particular.
The coming term of Donald Trump as the 47th US president will be a hairy one for the economies of China and the emerging markets, according to popular opinion. Sean…
Matthews Asia, a specialist in Emerging Markets and Asia, has appointed Sean Taylor Chief Investment Officer (CIO), effective January 1, 2024. Taylor has over 25 years of global experience within…
Matthews Asia has launched a suite of Emerging Market Funds that provide investors with the ability to customize their Emerging Market exposure. Mirroring the firm’s strategies available to U.S. investors,…
Despite most analysts' expectations are quite subdued for the equity year 2023, and a recession is looming in many countries - Robert Horrocks is positive about China and some emerging…
The EU's Sustainable Finance Disclosure Regulation (SFDR) is the most far reaching and comprehensive set of sustainability-related financial rules in the world. "Regulators in other markets, especially in Asia, have…
Matthews Asia has launched the „Matthews Asia Sustainable Future Fund“, its first Article 9 UCITS strategy under the European Union’s „Sustainable Finance Disclosure Regulation“ (SFDR). The Matthews Asia Sustainable Future…
There is probably no other market at the moment where environmental, social and corporate governance (ESG) issues are more prominent than China. The world's second largest economy has made great…
“China’s relations with the West are more important than its relations with Russia, especially in Europe,” says Dr Bobo Lo, independent analyst at the Russia/NIS Center think tank at the French…
The ongoing uncertainty surrounding the defaulted real estate developer Evergrande and other companies in the construction sector, as well as the Chinese government's intervention in various industries, are increasingly worrying…
Looking ahead to the new year, Robert Horrocks, Chief Investment Officer (CIO) at Asia specialist Matthews Asia, ventures a prediction in favour of the traditionally weaker economies. He believes 2022…