If narratives are how human beings make sense of world, then narratives are how most people made sense of China in 2021. But like many, the 2021 narratives to come from China require context. Liqian Ren helps investors to sort through which narratives they should focus on.
For India and China, 2021 is a tale of two equity markets. But when it comes to energy—particularly coal-generated electricity—the two countries are remarkably similar. Liqian Ren discusses the potential impact of this reliance on India and China’s economic growth.
As countries like New Zealand abandon their Zero-COVID-19 policies, China again becomes the last remaining holdout. Liqian Ren discusses her outlook on how this policy could impact the Chinese markets going forward.