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.
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
Recent correction in China A shares is great opportunity to invest into the long-term growth of the asset class, says Invesco Great Wall’s CIO Kevin Chen.
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