Fullerton Insights

Where are the investment opportunities in China and what are the implications of recent developments such as the COVID-19 pandemic and US-China tensions? This paper studies why investors should consider investing in Chinese equities and bonds and highlights the potential alpha that global investors may reap.

International tourist numbers to Asia are expected to fall off a cliff in 2020, with the adverse economic impact reflecting each country’s dependence on tourism and its composition of domestic and international visitors. How should you adjust your portfolio strategy to mitigate its risks and optimise opportunities?