Insights - China
Insights - China
At Invesco, we believe that high-quality results begin with specialized insight. We share our views and experience with clients via thought leadership materials.
28 November 2019 | Mike Shiao
Differences between onshore and offshore Chinese equities can open up different investment opportunities. We explore the implications here.
12 November 2019 | Kristina Hooper
Weekly Market Compass: Tariff rollbacks, agriculture purchases have remained topics of debate
15 October 2019 | Kristina Hooper, David Chao
Seven key takeaways about the newly announced agreement
17 September 2019 | Chang Hwan Sung
A look at how Invesco analyzes and constructs long-term asset class forecasts for China A shares.
09 September 2019 | Justin Leverenz
In the second part of this series, Justin Leverenz explains why it is companies, not countries, that may deliver equity returns in emerging markets.
27 August 2019 | Kristina Hooper
There is little that the Fed can do solve a tariff war
23 August 2019 | Kevin Chen
Despite the China A share market’s reputation as being dominated by retail investors’ sentiment, the median active manager has been able to capture alpha and outperform the benchmark. We explore how it’s done.
16 August 2019 | Justin Leverenz
Fintech can bring tremendous benefits to emerging markets but mimicking China’s success in the space might be unwise
16 August 2019 | Kevin Chen
China’s getting more representation on global equity indices and global portfolio allocations should see some adjustments – but we think that’s not the full picture. We analyze the benefits of a dedicated exposure to China A shares.
13 August 2019 | Kristina Hooper
The making of a classic suspense movie shows us that confidence can’t trump reality
09 August 2019 | Invesco Fixed Income team in Asia
Invesco Fixed Income explores contentions over the Belt and Road Initiative.
02 August 2019 | Ruiwen Yang and Cheng Zhan
Initial observations from Invesco Great Wall about China’s new tech board.
26 July 2019 | Justin Leverenz
The concept of a growing, homogenous emerging market middle class is a fallacy – except in China.
25 June 2019 | Meral Karasulu
Uncertainty is a big risk to global EM growth, but on the positive side we see room for more policy action from EM central banks.
13 June 2019 | Yi Hu
Invesco's Fixed Income team examines the key features of China’s onshore bond market, the impact of recent index inclusion and the main drivers of its performance.
11 June 2019 | Kristina Hooper
Weekly Market Compass: US cancels its tariffs on Mexico, China warns against traveling to the US, and central banks appear more open to accommodation
10 June 2019 | Ruiwen Yang and Cheng Zhan
There are no Chinese tech firms among Shanghai Stock Exchange’s 10-biggest listings. Here’s why Invesco Great Wall thinks the new board will give China’s tech sector – and its capital markets – a big boost.
14 May 2019 | Kristina Hooper
Weekly Market Compass: Consumer spending could suffer as companies try to pass on price increases
24 April 2019 | Dave Jubb
Dave Jubb from Invesco’s Henley Multi Asset team assesses China’s use of monetary and fiscal policy to spur growth and whether it is enough to reverse the trend.
23 April 2019 | Nixon Mak
We take a look at what China’s recent guidelines on the individual commercial pension market mean for target-date funds and other retirement investment products.
02 April 2019 | Mike Shiao
Chinese companies in the consumer sector are tapping into lower-tier cities’ potential, thereby driving China’s consumption upgrade.
01 April 2019 | Ken Hu
China’s bond market may see about US$1.2 trillion in inflows over the next five years.
05 March 2019 | Kristina Hooper
Weekly Market Compass: Assessing the state of trade, and six events to watch this week
01 March 2019 | David Chao
Invesco’s Global Market Strategist in Asia David Chao shares his views on China A-shares’ good performance.
04 February 2019 | Ken Hu
Competition among major economies is uncovering long-term investment themes associated with China’s Belt and Road Initiative.
14 January 2019 | Kevin Chen
Prospects are bright for China’s economy and corporate fundamentals, which would boost the long-term performance of A shares amid structural changes are underway in the market. We analyze how.
08 January 2019 | Kristina Hooper
Weekly Market Compass: In an era of globalization, trade wars mean losses for all sides
21 August 2018 | Invesco Asian Investment Team
Chinese companies will emerge as long-term winners on the back of structural opportunities
2018 Outlook: 2018 growth may moderate, but reforms and innovation bode well for the longer term in China
01 December 2017 | Mike Shiao
For 2018, we are expecting a moderation of growth. That said, there are several encouraging signs that may support better quality growth in the long term.
21 November 2017 | Mike Shiao and William Yuen
On a cumulative basis, southbound flows via Stock Connect reached US$78 billion since the initial launch of the program in November 2014
17 November 2017 | Ken Hu
The launch of Bond Connect Northbound provides overseas investors with a more efficient channel to invest in China’s onshore bond market, which is on the path to becoming the second largest bond market in the world
28 September 2017 | Paul Chan
Paul Chan, Head of Multi Asset & Hong Kong Pensions at Invesco, discusses his latest views on the Asian market and how pension investors should position themselves.
26 September 2017 | John Greenwood
In the years since the Global Financial Crisis (GFC), China experienced an exceptional credit surge in three waves, raising many eyebrows over the resulting credit bubble. However, in the past year, this surge has slowed down substantially. As China’s credit bubble deflates, it is likely that China will experience mild deflation in coming two years.
31 July 2017 | John Greenwood
China has adopted varying policies to maintain the economic momentum and keep everything stable ahead of the 19th National Congress of the Communist Party — sometimes tightening, sometimes easing.
05 June 2017 | Invesco Asian Investment team
We believe China A-shares inclusion is now much closer, and could realistically begin this year. Both China and MSCI have been very constructive, showing efforts on both sides to make this a reality.
08 March 2017 | Invesco Asian Investment team
As the National People’s Congress convenes, we highlight three government priorities to watch.
27 February 2017 | John Greenwood
The question is: how long the Chinese yuan (RMB) will continue to depreciate; and how much will China’s exchange