Expanding Opportunities in China

June 2022 / EMERGING MARKETS

The Case for China Remains Strong

The Case for China Remains Strong

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one.

By Justin Thomson

Justin Thomson Head of International Equity

March 2022 / EMERGING MARKETS EQUITY

Making Sense of the Sell-Off, Then Rally in Chinese ADRs

Making Sense of the Sell-Off, Then Rally in Chinese ADRs

Making Sense of the Sell-Off, Then Rally...

Concerns about delistings on U.S. exchanges appear to be overblown.

January 2022 / EMERGING MARKETS

China Unexplored

China Unexplored

China Unexplored

By Charles Knudsen

Charles Knudsen Portfolio Specialist

September 2021 / FIXED INCOME

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property...

Beijing’s policy actions in the property sector seem to be containing any potential...

By Sheldon Chan & Anna Zhang

By Sheldon Chan & Anna Zhang

China Evolution Equity Strategy

The strategy seeks to identify mispriced companies with opportunities driven by change. We scour the full spectrum of Chinese equity markets—A-shares, H-shares, and U.S. Listed ADRs—in pursuit of the most compelling risk/reward prospects.

China Evolution Equity Strategy Focus

China Evolution Equity Composite Strategy Highlight

May 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift.

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

February 2022 / EMERGING MARKETS

Meet Jackie Liu

Meet Jackie Liu

Meet Jackie Liu

By Jacqueline Liu

Jacqueline Liu Portfolio Manager, China Growth Opportunities Equity Strategy

September 2021 / FIXED INCOME

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain,...

Beijing’s tightening grip bodes well for China Inc.'s health.

By Sheldon Chan, Christopher J. Kushlis & Lee Sun

By Sheldon Chan, Christopher J. Kushlis & Lee Sun