Chinese equities

To spur the slowing housing market, Chinese authorities have started to announce several easing measures.

Pictet's 10-year view on economies is that the global economy has now entered a "regime" of sustained structural inflation.

Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.

Supply disruptions and shortages are, by and large, beyond the control of central banks.

Will China be the carp that leaps across the dragon's gate in 2021?

Chinese equities, which have outperformed the US and European markets year-to-date, remain favoured by UBS Asset Management.

Chinese equities, which have outperformed the US and European markets year to date, remains favoured by UBS Asset Management, with some showing clear signs that China’s economy is recovering from the Covid–19 lockdowns.

(Oct 17): The rout in Chinese equities is throwing the spotlight on $841 billion of shares pledged as collateral for loans.