Barron’s — China’s Bad Economic News Has a Bright Side for Investors

Mondrian’s Ginny Chong, head of Chinese equities, recently spoke with Barron’s to discuss finding value amid the sharp selloff in Chinese stocks in the article, China’s Bad Economic News Has a Bright Side for Investors. To read the full article, click here.

Recent Insights

Video: Why Emerging Markets Small Cap

Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.

Emerging Markets Video Update – Q3 2023

Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.

PRY Dispersion Supports High Active Bond Positioning

Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.

Mondrian’s Purchasing Power Parity (PPP) Approach

Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.

Emerging Markets Investment Outlook – Q3 2023

China’s economic challenges have been well documented. The hoped for economic rally following the opening up of the country post the almost three years of Covid disruption has failed to materialize.

Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well resourced investment team manages assets on behalf of over 250 institutional clients.

© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.

Policy Statements

Sign up to receive more information

By clicking SUBMIT, you are agreeing to our Privacy Policy, which can be found here. Once confirmed, you will be subscribed to our mailing list. We will retain your email address in order to send the requested information. You can unsubscribe or change your details at any time. We will send no further information nor subscribe you to the list until you confirm your request. If this is in error and you would not like to receive updates please close this box without clicking SUBMIT.

About

Our Team

Client Services & Business Development

CIO Forum

Investment Capabilities

Vehicles

News & Insights

International Equity Investment Outlook – Q1 2024

Emerging Markets Equity Investment Outlook – Q1 2024

Barron’s — China’s Bad Economic News Has a Bright Side for Investors

Recent Insights

Video: Why Emerging Markets Small Cap

Emerging Markets Video Update – Q3 2023

PRY Dispersion Supports High Active Bond Positioning

Mondrian’s Purchasing Power Parity (PPP) Approach

Emerging Markets Investment Outlook – Q3 2023

Policy Statements

Sign up to receive more information

Search on Mondrian.com

North American Investors

Non-North American Investors

Asia-Pacific