How Investors Should Respond to Evergrande and China’s Regulatory Crackdown

Fanglue Zhou analyzes how China’s recent challenges impact institutional investors’ emerging market allocations.

Three Potential Paths to a China A-Shares Allocation

We discuss three paths to implementing a China A-shares allocation.

Local Presence for Multinational Managers Invested in China – Key Takeaways

As China’s stock market is rapidly integrated into the global financial markets, it is critical for institutional investors to understand the operational benefits and challenges that investment managers face in that country. To get a better sense of this issue, I met with multinational managers in China last December and discussed the benefits and challenges […]

China A-Shares: Issues for Investors to Address

View PDF It is no secret that China is becoming an important market for global investors. Major index providers are increasing the proportion and types of Chinese shares in their indices, and investment managers are launching strategies to take advantage of this growing market. With the inclusion of China A-shares (i.e., ownership stakes in Chinese […]