Archives

China’s Congress Convenes

“As one of the world’s most populous countries, China’s people and government have been striving to attain higher economic achievements. This drive has given rise to many new companies with new business models not seen in any other markets before. China is a frontier market in this sense.” - Eddie Chow, Templeton Emerging Markets Group

Reform and Reflation in China

Mark Mobius and Eddie Chow offer some on-the-ground perspective on the ups and downs of China’s stock market and issues affecting investors there.

Progress and Improving Sentiment in China

For China’s domestic A-share market, higher participation from foreign investors, especially institutional investors, is a positive development as it can provide greater breadth in the near term and, longer term, can help drive the push for better corporate governance, a better regulatory framework and stricter enforcement.

We Still Don’t See a China Hard Landing

China’s economic transition—along with incredible economic growth already experienced—has resulted in a much larger economy so that the percentage growth numbers will naturally decelerate going forward. In our view that’s not a reason to panic.

Capital Markets Reform in China: Gaining Momentum

We believe China’s comprehensive capital market reform plan is the right step taken by the government, but the market still doesn’t seem too confident the government is willing to take the short-term pain to put all these reform proposals into action.

China’s Frozen IPO Market Thaws