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 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. Are there opportunities in China for long-term investors? Navigating the U.S.-China Divide Some common terms used to describe the deglobalisation between the U.S. and China are decoupling, self-sufficiency, and self-reliance. Despite recent rhetoric, diplomatic tensions, and headlines, this is not a new phenomenon. READ MORE The Chinese Conundrum Since early 2022, there has been no shortage of negative economic news on China and recent reports did little to offer any reprieve. China is under increasing pressure to stabilize its economy and remain attractive in light of shifting investor appetite. READ MORE Emerging Wealth Insights Q&A China’s equity markets face challenges as President Xi Jinping consolidates power with new appointments, which differed from what analysts expected, and subsequently China’s equity market had one of its most difficult weeks in history. 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? From the Zero-COVID Frontline Portfolio manager and analyst Wenting Shen braved China’s Zero-COVID policy to reconnect in person with her portfolio investments—and her family. This is what she encountered. 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