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China

Showing of Insights Posts
Unique-Perspectives-Yash-Patodia-0938-720x660
Artificial intelligence (AI) Asia tech Innovation Asia advised retail Distribution Information technology Asia China Article
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Analysing the bright outlook in Asia tech

Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.

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Yash Patodia

Brian Yeong

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Article
2024-03-31
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china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Outlook No Optimizely COVID Geopolitical Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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Santiago Millán, CFA

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Article
2023-12-31
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china economy poised to exceed expectations in 2023
EM equity Outlook China Geopolitical Asset allocation Equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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Bo Meunier, CFA

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Article
2023-12-31
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China Equity Volatility Active management Emerging markets Quick Take
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China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
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Bo Meunier, CFA

Graham Proud

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Quick Take
2023-03-31
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WELLINGTON MANAGEMENT® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

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