China housing market downturn and its impact

13 January 2026 | Jian Shi Cortesi

The slowdown in China’s real estate market has been a key factor putting pressure on the country’s GDP growth. In this article, Jian Shi Cortesi, Investment Director of Asia/China Equity at GAM Investments, assesses how the property market is influencing China’s equity performance.

From outflows to opportunity: China equity today

11 December 2025 | Jian Shi Cortesi

Investment Director Jian Shi Cortesi highlights China’s 2025 equity rebound, fuelled by low valuations and policy support. Innovation, technology and structural growth themes create compelling opportunities despite tariff headlines and shifting investor sentiment, according to Jian.

The Asia ex-Japan rally has further to run

December 2025 | Jian Shi Cortesi

Asia/China Growth Equity: "Domestic policy settings have had a far greater impact for Asian equity performance than external factors like tariffs."

China: (fast) charging ahead

15 April 2025 | Jian Shi Cortesi

Powered by innovation from massive R&D spending, China’s technology-focused corporate leaders are pushing ahead of their Western peers, acting out the “Made in China 2025” roadmap before our eyes, says Jian Shi Cortesi, Investment Director, Asia/China Growth Equities. From advances in artificial intelligence (AI) to electric vehicles (EVs) and beyond, these innovations represent a global power shift, presenting what Jian sees as opportunities for investors.