- Alternative Assets
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China
Firm
Author
Type
China’s gold chase to gain pace in an uncertain world
S&P Global
Charles Chang
Research
32 Pages
Diversification is becoming harder to achieve
Principal Asset Management
Magdalena Ocampo
Research
6 Pages
The Chinese Equity Bull Market Quandary
Gavekal
Louis-Vincent Gave
Research
17 Pages
Thoughts From the Road | China
KKR
Henry McVey
Research
18 Pages
A Tale of Two Countries: The Real Estate Crises in 1990s Japan and Contemporary China
Kenneth Rogoff, Yuanchen Yang
Research
51 Pages
John Arnold on China
John Arnold
Research
8 Pages
US Exceptionalism Versus Chinese Uninvestibility (Part I)
Gavekal
Louis-Vincent Gave
Research
16 Pages
Eastern Frontier: Unlocking Diversification in China
Man Group
Yash Panjabi, Giuliana Bordigoni
Research
13 Pages
Biopharma Market Update
Stifel
Tim Opler
Research
69 Pages
Thoughts From the Road: Southeast Asia
KKR
Henry McVey
Research
9 Pages
Bargain, Value Trap or Something in Between?
GMO
Ben Inker, Anna Chetoukhina
Research
20 Pages
Prejudice And China
Gavekal
Louis-Vincent Gave
Research
10 Pages
Uncovering the rich tapestry of emerging markets
M&G Investments
Research
40 Pages
Where Chinese equities go, emerging-market stocks will follow
Fidelity Investments
Research
9 Pages
Investing in China: Does the opportunity outweigh the risk?
FTSE Russell
Research
21 Pages
Secular Supply and Demand Forces Aligning to Support Industrial Commodities
Bridgewater
Andrew Foote, Karen Karniol-Tambour
Article
1 Pages
China’s Differentiated Economic and Market Outcomes and the Need for Geographic Diversification
Bridgewater
Kate Dunbar, Jason Rotenberg
Article
1 Pages
Investing in China: Silk (Road) Purse or Sow’s Ear? An Interview with Scott Malpass and Jay Willoughby
TIFF Investment Management
Laurence B. Siegel
Research
13 Pages
China A-Shares: Perspectives from the Inside Out
PineBridge
Hanqing Tian, Anik Sen
Research
12 Pages
Mapping the Unfolding US-China Trade War
Bridgewater
Ramsen Betfarhad, Bob Prince
Article
1 Pages
Chinese-American Misunderstandings, Disputes, and Wars
Bridgewater
Ray Dalio
Article
1 Pages
A Top-Down Look at the Chinese Equity Market
Bridgewater
Bob Prince, Erin Miles
1 Pages
Inclusion of China in Bloomberg’s Global Aggregate Bond Index Boosts Pressure on Investors to Figure Out How They Will Deal with the Opening of Chinese Markets
Bridgewater
Greg Jensen, Paul Podolsky
Article
1 Pages
The Opening of Chinese Credit Markets Means That Foreign Investors Can Build a Balanced Portfolio in China; This Will Be a Big Deal
Bridgewater
Greg Jensen, Paul Podolsky
Article
1 Pages
The Impact in China and Abroad of Slowing Growth
Absolute Return Partners
Michael Pettis
Research
9 Pages
The Challenges of China’s Rise, Part 1
ING
Tanweer Akram
Research
64 Pages