News & Views

Themes from FIM: “China +1, but which +1 leader is best”

6 September 2023

One of the biggest questions facing most multi-national companies today is about where to re-shore at least some of their China-based production.
In this second edition of our newly introduced Themes from FIM publication, our Head of Macro Strategy Charlie Robertson unpack who should be chosen focusing on some of the major Asian emerging economies and shedding the light on the implications for equity investors.

To read the full think piece: Themes from FIM

Back to news