Articles about
China
But South African bonds still offer a bulwark against global policy normalisation
Understanding the risks and return opportunities remains crucial
Transformation through green initiatives and new demand sources
A weighty issue?
China’s competitive education system drives strong growth
Vulnerabilities increase the risk of longer-term damage
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.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
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.
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