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  1. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video12 minutes
  2. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video12 minutes
  3. Illustrated flat lay, with a large Moutai bottle taking centre stage, larger than the other things around it. Other things include ice cream, old style jars and different types of Moutai bottles.

    Kweichow Moutai: spirit of China

    The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
    September 2024
    Article7 minutes
  4. China Q2 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  5. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  6. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video12 minutes
  7. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  8. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  9. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  10. China Q2 update

    The China team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  11. China: the Year of the Tiger.

    Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.
    July 2022
    Article
  12. China’s energy paradox

    How should you consider the country – carbon culprit or climate saviour?
    June 2022
    Article
  13. China: Missing a Paradigm Shift.

    Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
    December 2021
    Video47 minutes
  14. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  15. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document