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AllianceBernstein Library

Perspectives

Future Shock: How China's Reforms are creating Risks and Opportunities

How China’s Reforms are Creating Disruptive Risks (And Opportunities)

Anthony Chan
Asian Sovereign Strategist
Stuart Rae
Chief Investment Officer—Asia-Pacific ex Japan Value Equities

China, in the eyes of the world’s media and investment commentators, has gone from being an economic marvel to facing a looming crisis in just a few years. This fall from grace is easy to understand, given the slowdown in the country’s growth, the structural challenges it faces, and its size and overall importance to the world economy. Clearly, China poses risks to investors. One risk in particular concerns us, however: the risk that investors may be underestimating China’s upside potential. Unless investors take a balanced view of the risks facing China, we believe they could experience strong “future shock” in the next few years if, as is still possible, the country succeeds in its objectives.

June 1, 2015

Reassessing Post-Brexit Asian Economies

Anthony Chan
Senior Vice President and Global Economic Research Analyst

Asia’s policymakers and investors are breathing a collective sigh of relief as Brexit appears to have caused little wreckage in the region. A resultant fund inflow and prospects of a more dovish US monetary policy are making policymakers’ jobs easier. Still, we believe that investors should remain on guard against risks of weak regional exports, as well as slower growth and reform glitches in China.

July 22, 2016