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Factory output growth in the world’s top energy consumer has dropped back to levels last seen in early 2020, when heavy COVID-19 curbs were in place.
Quality and resilience key in global emerging market opportunities.
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
It is built upon the already existing RMB bond strategy managed by Stephen Li Jen and Monica Wang, both skilled Mandarin speakers with a collective 37 years’ experience of the Chinese context and markets.
China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.
China’s image as the world’s growth engine—particularly its role in helping to shore up the global economy after the 2008 financial crisis—remains etched in many people’s minds.
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