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Latest Chinese economic and market outlook.
By Marco Li
By Marco Li
A summary of our recent webinar discussion between China Portfolio Manager Marco Li and Dr Ma Jun, former Chief Economist of the PBOC.
By Marco Li
The coronavirus has tightened its grip, especially in China, with some 50,000 cases confirmed and the death toll now over 1,000. As the human and economic costs spiral, we assess the potential impact of the virus, outline what the Chinese government is doing to offset this impact, and discuss the investment implications for our portfolios.
By Niall Paul & Marco Li
It is well understood that China’s economy is currently undergoing a great rebalancing as it shifts towards a model of consumption-based growth. However, we believe that many investors fail to grasp the implications of this transformation, which we still see as one of the most powerful and exciting investment themes in the world today. In the piece below, we outline some of the key opportunities that have arisen from China’s ongoing evolution and explain the common mistakes made by investors attempting to profit.
By Marco Li
Back in 2008, when the global economy was mired in the largest financial crisis since the Great Depression, China unleashed a gigantic stimulus package worth 4 trillion yuan. Asia’s pre-eminent economic powerhouse led the world out of the downturn, with its rapid growth sparking a global recovery that helped bring the US and Europe back to life. Ten years after China “saved the world”, it is once again confronted by the threat of flagging growth, exacerbated by trade tensions with the US. With the country standing at an important crossroads, we analyse the risks as well as the opportunities in the world’s second-largest economy, and ask whether now is the right time to invest.
By Marco Li
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TERMS & CONDITIONS OF USE
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1. About TT International
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The information, except as otherwise stated, on this Website has been prepared, approved and issued by TT and the information and opinions contained on this Website have been compiled, or arrived at, in good faith and on the basis of publicly available information, internally developed data and sources believed to be reliable as at the date of publication. However, to the extent permitted by law, TT, its partners and directors (as applicable), employees, associates and affiliates hereby expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity and any liability for any direct, indirect or consequential loss or damage of any kind incurred by any user in connection with this Website or in reliance on the information or opinions contained on it, or in connection with the use, inability to use, or results of the use of this Website or any websites linked to it or materials posted on it. This does not affect the liability of any person for any loss or damage which cannot be excluded or limited under applicable law.
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17. Data Protection and Privacy
TT collects certain personal information about you such as your name, address, telephone number, email address details and other information when it is voluntarily submitted to TT on this Website, including in connection with its registration procedures for access to the Private Area. TT uses this information to ensure compliance with its obligations under the UK regulatory regime, the General Data Protection Regulation, any other relevant data privacy regulations and for its own internal purposes.
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18. Law and Variation
This Website is established in England by TT in accordance with, and these Terms and any non-contractual obligations arising from or connected with them shall be governed by, English law and these Terms shall be construed in accordance with English law. A condition of using this Website is that in the event of any dispute or proceeding you irrevocably submit to the exclusive jurisdiction of the English Courts and waive any objection to proceedings in such courts on the grounds of venue or on the grounds that the proceedings have been brought in an inconvenient forum.
TT may revise these Terms at any time and the current version of these Terms may be viewed at any time through this Website, please see the Legal Notice. You are expected to review these Terms from time to time to take notice of any changes TT makes, as they are binding on you. If any provision of these Terms is held by any court or competent authority to be illegal, void, invalid or unenforceable under the laws of any jurisdiction, the legality, validity and enforceability of the remainder of these Terms in that jurisdiction shall not be affected and the legality, validity and enforceability of the whole of these Terms in any other jurisdictions shall not be affected.
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19. Contact Us
You can contact TT at: T: +44 20 7509 1000, F: +44 20 7509 1289, or by email to email@example.com.
TT International Asset Management Ltd.
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