Five Myths About China Investors Need To Rethink

Many investors continue to view China through an outdated lens – as an imitator rather than an innovator, or as a fragile economy reliant on the West. Having recently completed its second annual investment immersion trip to China, Foord Asset Management says that what’s happening on the ground tells a very different story.

The AI Revolution: Learning From Past Bubbles

Artificial intelligence is transforming industries and reshaping how we work, communicate and invest. History reminds us that every great technological leap attracts speculative excess. The railway mania of the 1840s and the dot-com boom of 2000 both began with genuine innovation, drew in enormous capital, and ended in overbuild and collapse. Portfolio Manager JC Xue considers whether the current AI cycle will follow the same pattern.

China's Next Act

Despite its listing global emerging market stock indices, China already produces more electricity than the United States, India and the EU combined. It operates seven of the world’s ten busiest ports. It also ranks as the largest global economy, if you exclude the effects of exchange rates. Portfolio Manager Rashaad Tayob writes that China’s ‘emerging market’ label is starting to sound outdated.

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Wei Lu Tan appointed CEO of Foord Singapore