Emerging Market Equity Portfolio Manager and China Analyst Lee Gao shared his views on the Belt and Road Initiative and China’s investments in infrastructure.
Archives
Many Investors Are Skeptical of Jumping in on China’s Highly Touted Recovery
Portfolio Specialist Ray Vars discusses the broader implications of China’s reopening. He highlights how the strain faced by China today may create attractive opportunities for long-term investors.
As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious
CIO and International Equity Co-Lead Portfolio Manager Ferrill Roll is one of the investment professionals quoted in this article about continued optimism toward China among many asset managers. Roll discusses how lessons learned from the 2003 SARS outbreak informed Harding Loevner’s decision to stay invested in China during the COVID-19 […]
Some Funds Refuse to Give Up on China Stocks as World Flees
In this Bloomberg article on investing in China, CIO and International Equity PM Ferrill Roll notes the interest among some investors for Emerging Markets strategies that exclude China. Subscription required to view the entire article.
Alibaba and Other Chinese Internet Stocks Look Cheap. But Regulators May Not Be Done Yet.
Chinese Equity strategy Co-Lead Portfolio Manager Pradipta Chakrabortty comments on investment challenges and opportunities in China. Subscription required to view the entire article.