CAPITAL IDEAS^TM

China

Emerging Markets

Emerging markets equities: What does the future hold?
Automotive

Can China continue its EV dominance?

Jason Zhang
Manufacturing

Can Europe’s largest economy adapt to a shifting global landscape?

Robert Lind
Demographics & Culture

How population decline could upend the global economy

Jared Franz
Trade

Trading places: de-globalisation, longer supply chains and China Plus
India

Can India take advantage of growing China Plus One strategy?
Fixed Income

China reopening should benefit parts of EM Asia
Trade

Reshoring supply chains: What does it mean for investors?
Equity

China: What could drive its markets in 2023
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Health Care

Is there a cure for weakness in Chinese health care stocks?
Equity

Why research is critical when it comes to China investing

Andrew Lee
China

My investment lessons from 40 years in China

Steve Watson
China

How to think about investing in China today
Markets & Economy

Is the spike in commodity prices sustainable?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine