AMG brings together unique insights and perspectives from our Affiliates—independent, partner-owned investment firms—on China’s economy and regulatory environment, and investment opportunities in China.

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Year of the Rabbit (Part 2)

Despite the recent chill in U.S.-China relations, both countries remain top trading partners and insist they do not want a new Cold War. That said, the two superpowers are accelerating plans to reduce economic interdependence.

Are there opportunities in China for long-term investors?

Year of the Rabbit (Part 1)

China anticipates the year of the rabbit to bring prosperity through lessening restrictive COVID policies. These measures forecast increased consumption and tourism. Read more from Veritas Asset Management’s Asian and Global Equities Investment Specialist, Kasia Kiladis.

Year of the Rabbit (Part 2)

Despite the recent chill in U.S.-China relations, both countries remain top trading partners and insist they do not want a new Cold War. That said, the two superpowers are accelerating plans to reduce economic interdependence.

China—Too Big to Ignore

China begins reversing the policies that have hindered its stock market since early 2020. This considerable potential upside for China equities warrants exposure. GW&K’s Thomas Masi, CFA, and Nuno Fernandes, CFA, discuss the return potential over the next five years.

What are the risks with China’s regulatory reform?

China’s Delisting Saga

Wenting Shen, CFA, portfolio manager at Harding Loevner, examines the potential outcomes if the U.S. delisted China-based companies from American exchanges.

Opportunities & Risks in China

With a long history of investing in China, Harding Loevner recounts its experience researching and investing in Chinese markets throughout different cycles.

China’s “Glocalization”

Harding Loevner investment experts explore how some Chinese firms are building manufacturing facilities outside China to save on costs and be closer to customers.

How are evolving COVID policies and geopolitical factors impacting clients?

U.S. Slows While China Rebounds

While U.S. economic data remains mixed because of weak retail sales and an easing labor market, China’s first-quarter GDP beat expectations. Read more from GW&K’s William Sterling, Ph.D.

Comeback for Chinese Equities?

Asian and Global Equities Investment Specialist Kasia Kiladis describes how attractive valuations with key policy changes are likely to result in 2023 being a bullish year for Chinese equities.

The Chip Wars of 2023

Brian Tolles, portfolio manager at Jackson Square Partners, examines the escalation in the “Chip War” between the U.S. and China, and its potential impact on the semiconductor industry.

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