This content is from: Portfolio As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious “It’s important to distinguish between what’s happened with Russia and what might happen with China,” said Andy Rothman, chief investment strategist at Matthews International. By Hannah Zhang May 19, 2022
This content is from: Portfolio Don’t Throw China Out With the Russian Bathwater In the long term, the investment risks from the ties between Beijing and Moscow are “overstated,” according to Clocktower’s Marko Papic. By Hannah Zhang April 18, 2022
This content is from: Portfolio Growth Stocks Are Back. Will It Last? Rising interest rates, declining consumer confidence, and even the slowing Chinese economy could jeopardize a comeback in growth stocks. By Hannah Zhang August 15, 2022
This content is from: Portfolio Investor Redemptions from China Funds Hit Pandemic High Global investors have turned bearish on China as they carefully navigate the changing global dynamics induced by the Ukraine-Russia conflict. By Hannah Zhang March 28, 2022
This content is from: Research The Research Firms Helping Investors Navigate Big, Fat Risks in Brazil Bradesco BBI and BTG Pactual lead II’s 2022 All-Brazil Research Team. By Alexandra DeLuca July 19, 2022
This content is from: Research It Was a Rocky Year for Chinese Investors. Here’s Where They Looked for Answers. CICC and UBS lead II’s 2021 All-China Research Team. By Alexandra DeLuca January 12, 2022