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Article
6 min
China Artificial intelligence (AI) Investment Angles Global Article Wealth
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Disrupting the disruptors: China’s challenge to US AI

Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.

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By

Johnny Yu
Johnny Yu, CFA
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6 min
Article
2027-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Article
5 min
China Equity Emerging markets Investment Angles Article Wealth
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3 reasons to believe in Chinese equities 

Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.

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By

Johnny Yu
Johnny Yu, CFA
event
5 min
Article
2027-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
panoramic skyline of shanghai
Article
4 min
China Artificial intelligence (AI) Macro and market Investment Angles Article Wealth
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s changing: Why you should be watching

Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.

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By

Johnny Yu
Johnny Yu, CFA
event
4 min
Article
2026-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Green City Shanghai
Article
6 min
China Equity Market commentary Article Wealth
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10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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6 min
Article
2026-06-30
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Article
7 min
China Market disruptions Wellington on Washington and the World USA Article Wealth
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How China can offset the tariff shock

Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.

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By

Johnny Yu
Johnny Yu, CFA
event
7 min
Article
2026-04-15
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