Geopolitics’ importance in the investing world has become more apparent lately. With Louis-Vincent Gave, founder of GAVEKAL, Liqian Ren discusses the potential impacts and what investors should be mindful of.
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Geopolitics’ importance in the investing world has become more apparent lately. With Louis-Vincent Gave, founder of GAVEKAL, Liqian Ren discusses the potential impacts and what investors should be mindful of.
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In the coming decades, we believe China will become a headline for the U.S. as a top strategic competitor. Liqian Ren outlines the various aspects of this competition including politics, geopolitical risk and economy.
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China’s State Council recently released the readout of a financial stability and development committee meeting chaired by Vice Premier Liu He. Liqian Ren discusses the key takeaways for investors to focus on when evaluating their investments in China.
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Emerging markets are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s regulatory crackdown and concerns of a more hawkish Federal Reserve. Against this backdrop, Aneeka Gupta explains why investors should not ignore emerging markets this year.
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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.
