In the last few weeks we noticed an uptick of ideas related to investing in China. Today's email curates insight from William Blair, Thornburg, AllianceBernstein and PIMCO. If you're looking to learn
Harvest Daily Digest: What are your plans for investing in China?
Harvest

Daily Digest



In the last few weeks we noticed an uptick of ideas related to investing in China. Today's email curates insight from William Blair, Thornburg, AllianceBernstein and PIMCO. If you're looking to learn about Chinese innovation, fiscal policy, or how China impacts the global economy, look no further as these managers share their perspectives.


Invented in China, Not Made in China (video)

The China A-Share market provides access to compelling long-term investment themes in China, in particular the emerging consumer and technology innovation. Watch William Blair’s Global Equity team members Vivian Lin Thurston, CFA, partner and ...
William Blair
William Blair

Active Never Rests(tm)


China A: Opportunity for Active Managers

Previously , I explained that China A-Shares provide access to dynamic growth opportunities. Here, I’d like to explain why the China A-Share market structure and characteristics present unique opportunities for active managers. Specifically, the ...
William Blair
William Blair

Active Never Rests(tm)


Beijing's Reforms Reveal Blue Skies

New Portfolio Manager Travelogue with Charlie Wilson, PhD: Beijing's Reforms Reveal Blue Skies -- China’s supply-side reforms are having a real impact on its economy and environment, and creating attractive, if not immediately apparent investment ...
Thornburg Investment Management
Thornburg Investment Management

Thornburg Investment Management offers solutions for retail and i...


Understanding the Confucian in Xi's Populism

By Charles Roth, Global Markets Editor China has dropped norms to allow President Xi Jinping to remain in power after his second term ends. While worrisome at first blush, the populist turn and consolidation of power likely has near-term economic and ...
Thornburg Investment Management
Thornburg Investment Management

Thornburg Investment Management offers solutions for retail and i...


The Inflation Tide Is Ready to Turn

What You Need to Know Inflation has been stubbornly low, leading many to question traditional gauges like the Phillips Curve. We think the theory still works—but doesn’t tell the full story. A more holistic assessment that includes structural ...
AB (AllianceBernstein L.P.)
AB (AllianceBernstein L.P.)

50 Years of Investment Management & Research


Watch China to See the Future of Digital Innovation

MARCH 15, 2018 China is rapidly becoming a trendsetter in many digitally driven industries. This is turning conventional research methodology on its head. Investors should look to China to discover where technology and retail markets around the world ...
AB (AllianceBernstein L.P.)
AB (AllianceBernstein L.P.)

50 Years of Investment Management & Research


Inflation Rebound Signals China Is No Longer a Source of Global Disinflation

In addition to China’s latest CPI, other signs point to sustained inflation in the country over the next year. Strong Chinese Consumer Price Index (CPI) data for February suggest the world’s second-biggest economy will no longer be a source of global ...
PIMCO
PIMCO

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