Opinion

Peu de nouvelles macroéconomiques significatives émanent de Chine (il y a dix ans, le bureau des statistiques chinoises publiait plus de 80 000 indicateurs économiques, contre moins de 10 000 aujourd’hui), mais les informations qui me parviennent, notamment via Bloomberg et d’autres canaux, ne sont guère encourageantes. 

Comparatively minimal macroeconomic news of substance emerges from China; however, the information that does reach me through Bloomberg and other outlets offers little cause for optimism. To illustrate the initial point: a decade ago, China’s National Bureau of Statistics released over 80,000 economic indicators; presently, this figure has dwindled to fewer than 10,000.

Chinese stocks are the opposite of US Big Tech stocks in almost every way. They are cheap, but nevertheless unloved.

Those looking to invest in emerging markets can even choose a variant of emerging markets ex-China these days. Consequently, global equity portfolios hardly contain any Chinese stocks anymore. This means that just a little bit of good news can cause a sharp price recovery. The time has come to include more Chinese equities in portfolios.

Ireland’s competitive tax policies and workforce have attracted numerous fund promoters, propelling the country to become the EU›s fastest-growing and second-largest fund domicile. Despite these impressive achievements, Ireland faces challenges in overtaking Luxembourg as the leading destination for funds.

Les actions chinoises sont, à bien des égards, l’antithèse des actions des grandes entreprises technologiques américaines : elles sont bon marché, mais mal aimées.

In the ever-escalating tech tug-of-war between China and the United States, the dragon nation is unleashing a full-scale mobilization to propel its technological prowess forward. The gloves are off as the U.S. and its partners continue to throw up roadblocks, ushering in an era of deglobalization, at least on the political front.

Face à un isolement croissant imposé par les États-Unis et leurs alliés, la Chine mobilise l’ensemble du pays pour réaliser des avancées technologiques indispensables. Ce n’est qu’un exemple parmi d’autres qui illustre que la démondialisation, du moins au niveau politique, est devenue une réalité.

On Tuesday the eight-day People’s Congress in China, an annual parliamentary gathering drawing thousands of delegates from across the nation, kicked off. Premier Li Qiang will address the congress, detailing targets for economic growth and military spending. This year holds added significance as it marks the 75th anniversary of the People’s Republic, prompting a reflection on its achievements.

Voici un exercice intéressant pour les gestionnaires de fonds d’actions qui investissent (également) dans les actions chinoises : quelles entreprises européennes disposent d’une assise stratégique suffisamment solide pour tenir tête au gouvernement chinois ? Et quelles sont celles qui, à l’inverse, n’en disposent pas et se verront contraintes de subir passivement la politique parfois capricieuse et pas toujours responsable sur le plan de la durabilité des dirigeants chinois ?

Investors err in assessing stock returns. Prominent outliers attract undue attention and garner more interest than stocks with market-average returns. However, such stocks don’t necessarily make better investments; in fact, this strategy results in reduced returns for investors.