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In a typical emerging markets portfolio, Taiwan represents around 15% of the total allocation, with mainland China accounting for approximately 33%. Liqian Ren gives an overview of the state of the U.S.- China relationship to provide investors with a better understanding of the risks associated with China and Taiwan equities in an emerging markets portfolio.
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Golden shares, which give the holder 1% of equity and one board seat, have recently been used by the Chinese government to maintain control of certain private enterprises. Liqian Ren explores the history of golden shares, their current use in China and which sectors the government is likely to continue to exert control over.
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Indian equities have started off the year weak compared to global equities. Liqian Ren and Aneeka Gupta take a closer look at Indian equities and the drivers behind their performance.
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When it comes to currency exposure, there are two questions that investors usually have: why and how to hedge? Liqian Ren answers these questions and highlights our dynamic currency hedged strategies.
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Following the reversal of China’s Zero Covid policy, Liqian Ren looks at what China experienced in 2022 and how that could shed light on future policies.
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As the yen and euro lose significant value this year against the dollar, investors are revisiting whether currency hedging makes sense for developed markets. Liqian Ren discusses our dynamic currency-hedging solution that can help investors manage currency risk amid high market volatility.
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