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The recent move to potentially delist Chinese companies from American exchanges has made for good headlines.
The strength of China's economic recovery since COVID-19. What does the indefinite postponement of China-U.S.
Why we think EM equity asset class will be among the most attractive investment opportunities over the next decade.

U.S.-China Trade Recovery Stalls In June 2020

07:41pm, Thursday, 13'th Aug 2020
The flow of trade between the U.S. and China in June 2020 shows continued signs of economic recovery.
Alongside the recent collapse in G7 bond yields, as the COVID-19 crisis has developed, Chinese government bond yields have backed up in recent months, reflecting PBOC caution in cutting interest rates
In June 2020, a group of six World Bank economists issued a very interesting paper called China's Productivity Slowdown and Future Growth Potential.

Weekly Commentary: Crossing Red Lines

09:33am, Sunday, 26'th Jul 2020
COVID stimulus stoked bubble dynamics for global risk assets, certainly including Chinese equities. This bubble has turned unstable.
Awareness of environmental, social and governance issues has increased in China. As China's equity markets hit the international stage, it also propelled ESG issues to the forefront.

Q&A With MSCI On China Sectors

07:59am, Tuesday, 21'st Jul 2020
Over the past one to three years, China outperformed global equity markets broadly, with the MSCI China Index having outperformed the MSCI USA Index by almost 10% in the first quarter of 2020.
China's economy, the second largest in the world after that of the United States, is recovering from a sharp slowdown in the first quarter of the year.
Pork prices are rising in China just as new COVID-19 measures threaten to disrupt the flow of imports from some key suppliers.
First Trust China AlphaDEX Fund (NASDAQ:FCA)’s share price traded down 3% during mid-day trading on Friday . The stock traded as low as $25.73 and last traded at $25.84, 800 shares traded hands duri
At $46.2 billion, the combined value of U.S.-China trade was within $2.1 billion of its May 2019 level, the narrowest gap between year-over-year figures since the outbreak of the coronavirus pandemic
The Shanghai Composite Index rose 7.3% last week (despite a drop on Friday), capping off a more than 13% increase since the start of July.
Evolution and structure of the Chinese bond market. Relative performance of Chinese bonds versus other markets.
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