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. Latest Insight China Consumption: Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. 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. READ MORE 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. READ MORE China Consumption: Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. Read more from Veritas Asset Management’s Kasia Kiladis. READ MORE 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. READ MORE 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. WATCH VIDEO 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. WATCH VIDEO 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. READ MORE 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. READ MORE 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. READ MORE Contact AMG Call us at 800.368.4410 Email us at clientservice@amg.com Share this Page