Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may or may not be condoned by Beijing, to toughened and expanded clampdowns on sectors. Add in persistent Sino-US tensions over geopolitics and a revitalised focus on greater common prosperity and this cocktail begs the question: How best to judge th ... Show More
Oct 2
Talking Heads – Full steam ahead for US small caps
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.For more insights, visit Viewpoint: https: ... Show More
10m 23s
Sep 25
Talking Heads - Offering the best of active and passive investing in ETFs
Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.For more insights, visit Vie ... Show More
6m 25s
Nov 2022
Robin Xing: China’s 20th Party Congress Commits to Growth
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?
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Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. ... Show More
4m 11s
Sep 2022
Robin Xing: Can China’s Economy Stabilize Global Growth?
As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?
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Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. Along with m ... Show More
4m 5s
Oct 2022
Chetan Ahya: When Will China’s Economy Reopen?
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?
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Welcome to Thoughts on the Market. I'm Chetan Ahya, Chi ... Show More
3m 3s
Feb 2024
Global Outlook 2024 Podcast – A soft landing, with risks
As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? Er ... Show More
21m 47s
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s