The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governance practices. ...

The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....

After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play out in global and emerging economies....

While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines as interest rate hikes pinch, argue experts. ...

As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be significant....

Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains strong”. ...

The valuations of growth stocks have adjusted significantly in the past few months, writes Raj Shant, and are well positioned to withstand the slowdown....

Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....

Investors should be tilting portfolios towards defensive asset cash and inflation-linked securities, says Pendal’s Michael Blayney....

The Pengana International Equities fund is taking steps to reduce its exposure to China as it is concerned about the country risk. ...

Investors are in the most complex market backdrop for 40 years, the managers of the $7.1bn Platinum International fund have warned....

Following a turbulent start to 2022, Fidelity has outlined the three themes it expects to influence markets over the coming few months....

Investor sentiment of China is at absolute low, according to Platinum, leaving opportunities to pick up cheap stocks....

Chinese shares were hit by a dramatic fall earlier this month before rallying higher and Schroders believes more caution is warranted from here....