Tag Archives: China

A More Constructive View of China

Pioneer Investments Economist, Qinwei Wang shared his thoughts with followPioneer. Recent developments have suggested that growth momentum in China has been holding up relatively well, while there are increasing signs that policymakers are accelerating their efforts in structural measures. As … Continue reading

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EMs: Are Emerging Markets Becoming Safer than Developed Markets?

When looking at global growth expectations for the near future, we continue to see a confirmation of the increasing weight of emerging markets (EMs) in the global economy and further divergences in the growth path between them and developed markets … Continue reading

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Emerging Markets: Smog on the Horizon?

Few would claim that the past few years have been good for emerging-market investors. But market cycles by their nature turn, and in a recent interview, Mauro Ratto, Head of Emerging Markets, and Qinwei Wang, Macroeconomist China, argue that this difficult period … Continue reading

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Addressing Investor Concerns: Is China Just Kicking the Can Down the Road?

Volatility in Chinese equity markets has calmed down since the March peak, but for investors a key question remains:  Is it a temporary pause or the calm before a storm? Many investors are under the impression that China is just … Continue reading

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Is the Turnaround of China’s Economy Real?

Despite strong concerns at the start of the year, we believe that overall economic conditions are stabilizing, backed by a more aggressive policy stance, better fiscal supports, recovery of the real estate sector and credit growth, while consumers and the … Continue reading

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