China : overzicht rapporten en research
21 oktober 2021
China economy stalls as myriad problems hit
Counter-Covid restrictions, supply chain bottlenecks, flooding, power shortages and real estate stress led to a Q3 slump in activity. The government may be forced to act.
Energy shortages add to China’s economic woes
The latest crisis facing China highlights its reliance on coal and the challenge of net zero. The solution is complex.
China: the most radical climate reformer of all?
With more to do and less time to do it, China could become one of the global leaders in climate change policy.
What higher energy prices mean for emerging markets
Emerging markets are not a homogenous group, and there will be both winners and losers from higher energy prices.
Where is the value in emerging market equities?
There is more to EM equity valuations than meets the eye – we explain why.
Impact investing: the importance of sustainable infrastructure in EM
In the first of five articles on emerging market impact investing, we review the theme of sustainable infrastructure, why it is needed, and what companies are doing.
Schroders Emerging Markets Lens: your go-to guide to emerging markets
Our new regular analysis highlights the charts and data that matter to emerging market investors.