Global Themes


Focused insights


Economic divide and misrule

Regional income inequality risks unwanted political consequences

In Brief

Seeking Alpha in the A Share Market

Investors looking for alpha returns from China’s onshore stocks need to assess high valuations in new growth industries

In Depth

Asset Allocation: China’s place in a global portfolio

With access to onshore Chinese securities easier than ever before, investors are considering how best include the country into their existing portfolios.

In Depth

Understanding China’s Panda bonds

It's all black and white: understanding China's Panda bonds

China's Panda bond market continues to develop and internationalise, what does it means for China in a globalising world?

In Depth

Powering the data revolution

We have the technology – but will we have the electricity?

In Brief

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