Fuelled by e-commerce, China's economy bounces back

Great_wall_of_ChinaReforms have returned China to economic health and made it one of the world's best-performing emerging markets, says a senior strategist. Beijing's efforts to cut overcapacity in state-owned enterprises and curb debt accumulation have yielded tangible results, says Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners. “In 2015, China was seen as the biggest risk to the world economy,” he said. “Two years later, this is completely reversed.” Bakkum says internet and e-commerce stocks have been among the best-performing assets in China. “In the past, commodity producing countries were the main beneficiaries of the Chinese construction boom,” he said. “Now it is mainly the Asian electronics and consumer goods manufacturers that benefit from the Chinese consumption boom.” ©2017 funds global asia

Executive Interviews

INTERVIEW: Operational challenges

Jun 09, 2018

Caroline Higgins of Northern Trust tells George Mitton about A-share inclusion, ETF Connect and why Cayman funds predominate in the region.

INTERVIEW: Making a name

Apr 18, 2018

Formed by a merger in 2012, Old Mutual Global Investors was little-known in Asia. Carol Wong, managing director for Asia-Pacific, is changing that. She talks to George Mitton.


SINGAPORE ROUNDTABLE: Optimism versus caution

Oct 23, 2018

The impact of financial technology, developments in Asian passporting and the promise of new markets in Thailand were among the topics discussed by our panel. Chaired by George Mitton in Singapore.

HONG KONG ROUNDTABLE: a long-term project

Jun 09, 2018

Our panel discussed robo-advisers, ETF Connect, and why the mutual recognition of funds (MRF) scheme will take time to develop. Chaired by George Mitton in Hong Kong.