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 […]

Assessing the Equity Market Impact of the Coronavirus for Institutional Investors

Since the first illness was reported in China in December 2019, the coronavirus has affected over 80,000 people globally and caused nearly 3,000 deaths, with reports almost each day of the virus spreading to additional areas. The majority of the pain so far has been felt in China and by companies with operations there. Many […]