Tag Archives: China

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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Geopolitical Trends Shaping the Investment Landscape Part 2

We are pleased to welcome once again Dr. Robert Wescott, President of Keybridge Research and a long-time adviser to Pioneer, as a guest contributor. Dr. Wescott  attended our recent Macro Advisory Forum, chaired by Giordano Lombardo, CEO and Group CIO, discussing how geopolitical … Continue reading

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