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"Blue Skies" Thinking in China
by Edmund Harriss of Guinness Atkinson Asset Management, 3/20/17

The Chinese leadership is now promising “to make our skies blue again” in a popular move to address an issue that has given rise to public protests across China against the industrial smog that blights so many cities. The solution to a pressing economic problem is now linked to an emotive popular issue.

Asian Investment views on UK leaving the EU
by Edmund Harriss of Guinness Atkinson Asset Management, 6/29/16
The EU referendum result came as a surprise as we could see by the immediate reactions on Friday, June 24th in the currency and stock markets.

China’s Roaring Market
by Edmund Harriss of Guinness Atkinson Asset Management, 6/9/15
Chinese stock markets have roared in the past year, since May 2014. The Chinese government has announced a $40 billion “Silk Road” fund to build a network of railways and air links to bring China and Central Asia closer together; China launched the Asia Infrastructure Investment Bank in October 2014, and since then there has been a rush to join, not only from China’s neighbors, but also five of the G7 leading economies.

Asia Brief: On Economic Evolution in Cambodia
by Edmund Harriss, James Weir of Guinness Atkinson Asset Management, 8/21/13
Cambodias recent national Assembly elections offer hope that the country may be able to achieve a peaceful political transition in the coming years. The countrys political turmoil has held it back behind its neighbors, but tourism and gar- ment assembly are driving an acceleration in economic output growth. However, Cambodia is at risk from inflation through imported petroleum, and its youthful population will want to see improving GDP per capita feeding through into higher living standards, rather than a higher hydrocarbon bill.

Asia Brief: China's Energy Demand
by Edmund Harriss, James Weir of Guinness Atkinson Asset Management, 6/21/13
China has the worlds largest unconventional gas reserves, but these so far remain untapped despite its growing demand for energy. China is now trying to follow the example of the US, and the government has set aggressive targets for unconventional gas production. As the demand for transportation fuels grow over the next decade, this gas could be a major contributor to meeting that need.

Asia Brief: China's Car Fleet The Largest in the World?
by Edmund Harriss, James Weir of Guinness Atkinson Asset Management, 5/22/13
Car sales in China have grown rapidly since 2009 and it is on course to outstrip the US in terms of the size of its car fleet by the end of this decade. This presents a major challenge to the Chinese government, which must balance its peoples happiness and political stability with economic development in an environment which has already been compromised. The momentum of demand for new passenger vehicles is likely to make air quality worse and Beijing has introduced emissions and efficiency standards to address the problem.

The Return of the Asian Tigers: Guinness Atkinson Asset Management Asia Brief
by Edmund Harriss, James Weir of Guinness Atkinson Asset Management, 4/26/13
Often overlooked by international investors, South East Asia encompasses some of the worlds best performing equity markets in recent years, putting the more established emerging markets in the shade. This performance is backed by good economic results and the favourable demographics of some of these countries, with youthful populations ready to improve productivity and increase consumption. One catalyst for future growth is the Association of Southeast Asian Nations (ASEAN) free trade area, which will bring down trade barriers between the South East Asian nations.

Revolution is in the Air: What Upheaval in the Middle East Means for China
by Edmund Harriss of Guinness Atkinson Asset Management, 3/24/11
The long term growth story in China and Asia remains unchanged. Economic reform and liberalization accompanied by investment and rising wages are creating consumer markets in the world?s most populous region. Higher oil prices inevitably hurt a region that is based so heavily on manufacturing and has a high dependency on imported oil, but this will not result in sustained damage to the economic model. The region?s finances are strong both at the national and at the corporate levels. After good stock performance in both 2009 and 2010 we believe this could provide a good entry opportunity.
8 results found.