Investment Adventures in Emerging Markets

Socialism with Chinese Characteristics: Understanding China’s Policymaking
Asia

Socialism with Chinese Characteristics: Understanding China’s Policymaking

The latest issue of “Trends Reinforced” examines the strategic goals that have shaped China’s latest regulatory moves. Read an excerpt from Portfolio Manager Michael Lai.

Evergrande Crisis and Contagion Risks
Asia

Evergrande Crisis and Contagion Risks

Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general. They don’t see risk of systemic contagion.

China’s Regulatory Tightening: Our View on Goals and Scope
Asia

China’s Regulatory Tightening: Our View on Goals and Scope

China’s government recently enacted new regulations on a number of industries, which has caused some investor concern. Our Emerging Markets Equity team follows up some of its initial commentary on the matter here, noting policies do not have a uniform effect on companies.

Regulatory Update on the China Education Sector
Asia

Regulatory Update on the China Education Sector

China recently issued new regulatory policy on the education sector, which outlines factors such as how and when such companies can operate, as well as offering guidance on investing in them. Our Emerging Markets Equity team answers some of the key questions it has received on the topic.