The China today is vastly different from the China of the past. Rapid innovation and rising domestic consumption are powering higher quality Chinese growth, creating opportunities for discerning investors. As China’s economic and technological dominance grow, investors will likely need to consider making a more direct and deliberate allocation to China’s financial markets.
The outlook for inflation and its impact on monetary policy will continue to drive markets in 2023.
Monthly Highlights - November
What’s behind China’s falling corporate bond yields?
Monthly Highlights - October
What’s next for China?