https://www.scmp.com/rss/323546/feed Joseph Cherian is practice professor of finance and director of the Centre for Asset Management Research and Investments at the National University of Singapore (NUS) Business School en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com The performance of the bond market versus the equities market in the aftermath of China’s tech crackdown in 2020 until last year diverged in a curious, significant way. This bifurcation in performance started with the tech companies and subsequently broadened into other sectors. We documented these findings in our op-ed on September 10, 2021, where we analysed the impact of China’s Big Tech crackdown on security returns. The government’s purported aim was to reduce inequities in wealth across... https://www.scmp.com/week-asia/opinion/article/3171760/swan-song-march-update-chinas-big-tech-crackdown?utm_source=rss_feed https://www.scmp.com/week-asia/opinion/article/3171760/swan-song-march-update-chinas-big-tech-crackdown?utm_source=rss_feed Fri, 25 Mar 2022 00:00:27 +0000 China’s recent bid to crack down on Big Tech sent shares of firms such as Didi, Meituan, New Oriental Education, Pinduoduo and Tencent into a tailspin. Equity market prices plunged and adverse commentary emerged in the Western media. Do these events foretell doom for foreign investors in China? Do these changes have negative implications for Chinese equities in general? How about the corresponding bond markets? Were they also sending out similar signals? The issue is more complex than many... https://www.scmp.com/week-asia/opinion/article/3148098/chinas-crackdown-big-tech-firms-isnt-scaring-away-bond-investors?utm_source=rss_feed https://www.scmp.com/week-asia/opinion/article/3148098/chinas-crackdown-big-tech-firms-isnt-scaring-away-bond-investors?utm_source=rss_feed Thu, 09 Sep 2021 23:00:26 +0000 What is now known as The Long March, the year-long arduous trek through very difficult terrains in China, allowed Mao Zedong’s Red Army to escape Jiangxi after massive losses at the hands of Nationalist forces. Chairman Mao, with his innovative ways of thinking, got his battered forces to regroup and recover, making him the undisputed leader. Similarly, as we plan for the future economy in an equally challenging but economic terrain, we recognise at least two key factors driving innovation –... https://www.scmp.com/business/article/2044785/cultivate-industries-future-we-need-invest-intangible-human-quality?utm_source=rss_feed https://www.scmp.com/business/article/2044785/cultivate-industries-future-we-need-invest-intangible-human-quality?utm_source=rss_feed Fri, 11 Nov 2016 02:01:29 +0000