VanEck Don’t Fight the PBOC Despite a growth slowdown and other market economic imbalances, the Chinese government has been doggedly pursuing a reduction in shadow financing. Small and medium-size companies are the major consumers of shadow financing. This raises the question: How can the government be stimulating, when at the same time, it’s trying to […]
VanEck “Don’t fight the Fed” is an old investing mantra, suggesting that investments should align with the Federal Reserve’s monetary policies instead of against them. After assessing the impact of the People’s Bank of China’s (PBOC’s) deleveraging efforts and the potential impact ahead of its stimulative policies, we believe a key theme for 2019 will […]
China (FXI) (CNXT) has always favored state-owned enterprises despite the strain they put on the country’s private sector and despite the US’s continuous pressure on China to trim its support for SOEs.
After China (FXI) (CNXT) shifted its focus from an export-driven, low-cost manufacturing economy to a consumer-led growth economy, its economic growth was expected to boom.
“Don’t fight the Fed” is an old investing mantra, suggesting that investments should align with the Federal Reserve’s monetary policies instead of against them.
In a new report, we examine the growing opportunities for investors to gain exposure to China’s equity and bond markets, from key policy changes to their inclusion in equity and fixed income benchmarks.
Small and medium enterprises (SMEs) remain at the center of the narrative as China transitions from an “old” production-driven model to the “new” consumer and service-led economy.
We continue to believe that when evaluating any investment in either the emerging markets or any global allocation of assets, China needs to be considered.
While China may not be posting the double-digit growth numbers of a decade ago, we believe the country continues to offer interesting investment opportunities.
