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While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.

“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy

Understanding the risks and return opportunities remains crucial

Vulnerabilities increase the risk of longer-term damage

Transformation through green initiatives and new demand sources

A weighty issue?

The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.

But South African bonds still offer a bulwark against global policy normalisation

China’s competitive education system drives strong growth

When it rains on your parade