The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee...

The reopening of China after its strict zero-COVID policy has set the country on a path to recovery — and investors and analysts have taken notice.

Active fixed-income ETFs allow portfolio managers to stay nimble and avoid sectors and parts of the credit spectrum that might encounter increased stress. There are now a growing number of dividend ET...

China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023.

Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.

Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on...

It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin...

Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. At th...

China is taking measures to support its property market, so declines are likely to ease—and even if they don't, we're not looking at a subprime crisis. A proactive Chinese invasion of Taiwan is a low-...

While high inflation is seen almost everywhere, the Chinese central bank, PBoC is more anxious about meeting the economic growth target. Year to date, it has been keeping policies supportive by cuttin...