Matthews Asia: How to invest in China responsibly?
There is probably no other market at the moment where environmental, social and corporate governance (ESG) issues are more prominent than in China. The world's second largest economy has made…
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.
Matthews Asia: Putin’s invasion of Ukraine and China’s relationship with Russia, the US and Europe
“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…
Matthews Asia: What reflation, deflation and inflation mean for the markets in 2022
Looking ahead to the new year, Robert Horrocks (pictured), Chief Investment Officer (CIO) at Asia specialist Matthews Asia, ventures a prediction in favour of the traditionally weaker economies. He believes…
Matthews Asia: Three questions for China and its role for climate change
China was at the centre of both criticism and the search for solutions during the United Nations Climate Change Conference (COP26) that ended yesterday in Scotland. The People's Republic is…
Matthews Asia: Evergrande’s difficulties are an idiosyncratic, not a systematic risk of China’s bond market
The plight of China's largest property developer, China Evergrande Group, which appears to be struggling to service interest payments to two creditor banks, has not only caused turmoil in the…
Matthews Asia: “China’s regulation is doing just what the rest of the world is thinking about but hasn’t gone around to implement.”
The Chinese government's intervention in the market for private education providers, as well as its intervention in the planned listings of ride-hailing giant Didi and Ant Group on US stock…
“GFC (not the ‘Global Financial Crisis’) Podcast” Episode 1 now live
One of the few positive effects of the Coronavirus crisis and lockdown during recent months was that I had more time to take up new things - like creating an…
