Perspectives on China

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.

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.

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.

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.

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.

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.