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Coronavirus's impact

Get updated on views from our investment experts from around the world as they track the novel coronavirus COVID-19's impact on markets and assets in China and globally.

Our view

 May brought encouraging signs of economic recovery in the US, Canada, Europe and China.

 Despite the ferocity of the pandemic and the ensuing severe drop in economic activity, the recovery appears to be gathering steam for a number of major economies. Fiscal support has been crucial in this.

 Fiscal stimulus needs to continue, or else the economic situation could quickly deteriorate.

How did A-share factors perform during China’s annual legislative meetings?

Andrew Tong examined A-share factor performance during China’s annual legislative meetings over two decades to see if investors react systematically to major policy events. Here’s what he found.

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How did China A-share factors perform during China’s annual legislative NPC meetings?
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