Kate Lin

Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?

Our analysts believe the restructuring will enhance agility and cost efficiency.  

But a V-shaped recovery like the one seen in 2021 is very unlikely in 2023.

Intense focus on Xi’s anticipated third term, top policymaker appointments, as well as the forward path of China’s economic policies.

Despite the tech conglomerate mulling a sale of its 17% stake in Meituan, our fair value estimates for both companies remain unchanged.

Long a favourite of funds invested in the far east, TSMC is facing unprecedented pressure, but it's not just geopolitics at play

It’s almost a year since the Evergrande crisis unfolded. How have managers changed their allocations to the sector, if at all?

Chinese stocks, including Alibaba, have staged a big rebound. Here's what it might take for the rally to continue

Multi-asset portfolio managers advise turning to Asia as a diversifier.

Some of Asia's best companies like Tencent and Alibaba have fallen deep into undervalued territory amid recent share price turmoil.