CHN News and Press, China Fund Inc. From 08/27/21

China’s regulatory reforms may be disruptive in the short term, but we see long-term positives. When it comes to China equities, many international investors feel like the rules of the game have changed over recent weeks. We think China remains an attractive market, but in ...

Global real GDP reached a new high in the second quarter of 2021, completing a year-long recovery from the COVID-19 recession. The resilience of the global economy amid a lingering pandemic suggests that the world is learning to live with the COVID-19 virus. Western Europe's consu...

Widespread flooding, tough social distancing measures at ports, chip shortages and far tighter regulation in some industries - these are all big challenges facing the Chinese economy right now. New and traditional infrastructure projects could provide a lifeline. Nevertheless, we'...

China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds. Now in 2021, global equities continued to rise, gaining 14% YTD, while the Chinese equity markets have run out of steam and experienced a drawd...

We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility. Incentives appear to be aligning for increasing rhetoric between the United S...

China's tech stocks slumped to new lows on Friday and Hong Kong's benchmark index hit a 10-month low as an unrelenting series of Chinese regulatory crackdowns crushed international investors. Further, China announced tougher rules on competition in the tech sector again, and they also...

The upcoming week is all about the Federal Reserve’s symposium in Jackson Hole, Wyoming. Government regulatory risk continues to dominate China equity markets, this time with President Xi pushing an agenda of wealth redistribution from rich to poor. Global macro weakness ha...

Could the Fed begin paring back asset purchases soon? U.S. July retail sales tick lower. Are consumers still in good shape? 3 key risks to China’s economic outlook. For further details see: Almost Time To Taper? What The Latest Fed Meeting Minutes Reveal

The rapidly evolving regulatory landscape in China has persistently populated financial market headlines this summer. The cost of raising a larger family can be daunting, particularly as it relates to the “three mountains” of costs associated with childcare – educ...

My reading of the current environment is relatively clear; both the longer term and shorter-term leading growth indicators are pointing toward the heightened possibility of slowing cyclical growth. As a result, these downward trends suggest investors ought to be rotating out of the re...