Related articles - China

China

  • Chinese autos - hitting the (Great) wall?

    Chinese autos - hitting the (Great) wall?NEW

    As the Chinese automobile market takes its foot off the gas, we examine the road ahead and find a number of speed bumps for both domestic and international brands.

  • Schroders Economic and Strategy Viewpoint - July 2015

    Schroders Economic and Strategy Viewpoint - July 2015

    In this month's Viewpoint:
    - Global: Storm clouds lift
    - Eurozone: Political risk shifts to Iberia
    - China's equity boom and bust
    - View at a glance

  • Watch: Marcus Brookes on the end of China’s longest bull market

    Watch: Marcus Brookes on the end of China’s longest bull market

    Marcus Brookes, Head of Multi-Manager, takes a look at what triggered China's stockmarket gains and the subsequent weakness.

  • Schroders Quickview: China - strong growth, fragile foundations

    Schroders Quickview: China - strong growth, fragile foundations

    While China has defied the sceptics for now, we do not see much in the data to encourage us about the economy’s future.

  • Global Market Perspective - Q3 2015

    Global Market Perspective - Q3 2015

    Economic and asset allocation views covering Q3 2015: Looking ahead, we see a pick-up in global activity as the US bounces back from a weak first quarter and growth in Japan and Europe resumes.

  • Where next for the Chinese stockmarket?

    Where next for the Chinese stockmarket?

    Following the extreme recent stockmarket volatility, our Global Emerging Markets Equities team examines what’s been happening in the Chinese stockmarket and assesses the road ahead.

    • Allan Conway, Head of Emerging Market Equities
    • 10 Jul 2015
  • Schroders Quickview: Correction in Chinese shares highlights irrational exuberance

    Schroders Quickview: Correction in Chinese shares highlights irrational exuberance

    The liquidity-driven rally in the China market has finally ended with a crash. Here, we analyse what has happened and what may lie ahead.

    • Louisa Lo, Deputy Head of Asian Equities
    • 9 Jul 2015
  • Schroders Quickview: China's crashing stockmarket could hurt economic growth

    Schroders Quickview: China's crashing stockmarket could hurt economic growth

    China’s market has provided perhaps the most exciting ride for investors so far this year. The composite index was at one point up almost 60% since the start of the year, easily outpacing the rest of emerging markets and indeed the rest of the world, but its fortunes have since turned.

  • Schroders Quickview: China cuts rates, but more is needed

    Schroders Quickview: China cuts rates, but more is needed

    In a move that should prove helpful at the margin, the People’s Bank of China at the weekend delivered another cut to the benchmark lending and deposit rates. We expect this aggressive easing trend to accelerate during the rest of 2015.

  • How will China's shift in economic focus affect European capital goods companies?

    How will China's shift in economic focus affect European capital goods companies?

    Postcard from…. China: Following a recent visit, we reflect on the implications for European capital goods firms of China’s shift away from investment-led development.