Stuart Rumble

Large horses on display as part of the Chinese New Year decorations at Marina Bay Sands. The Year of the Fire Horse is traditionally associated in Chinese astrology with dynamism, momentum and volatility.

Investing in China in the Year of the Horse

Technology and innovation present opportunities while structural reforms create a healthier, innovation-friendly investment environment

Cars waiting to be loaded onto a ship for export in Lianyungang. China has the fiscal capacity to cushion the blow from tariffs and is pivoting towards domestic demand as a primary growth driver.

The impact of US tariffs on Asian markets

The uncertainty surrounding trade policies will cause market volatility, which could create attractive opportunities for investors