Global asset owners and fund managers are going to invest more into the world's second-largest economy. They need to decide how best to do so while living up to ESG principles.
The pandemic is set to reduce globalisation, explode debt burdens and cut traditional returns. Investors need to adapt, but opportunities will emerge amid as the pandemic subsides.
The spread of the coronavirus underlines both the extent of Beijing's control in China, but also the vulnerabilities this can cause. Overseas investors need to take stock.
Institutional investors in the US and China had better hope that rumblings from politicians around Donald Trump targeting investments in Chinese companies don't become a reality.
Investors should prepare their investment portfolios as soon as possible for the possibility of a full-blown and lingering trade war between the US and China.
China's apparent pressure on Hong Kong to expel a senior journalist offers a worrying sign about the city's eroding independence, which could have far-reaching financial consequences.