China: the investment opportunity – panel discussion video #3
After several years out of favour, Chinese markets saw a resurgence in 2025. A broader reassessment of emerging market risks, combined with renewed enthusiasm around China’s technological pro...
Adviser-Hub 10th Apr 2026
The Chinese economy unpacked – panel discussion video #2
At the beginning of March, China announced a new GDP growth target of 4.5–5% – its lowest on record and the first time since 1991 that the goal has fallen below the 5% mark. Despite thi...
Adviser-Hub 7th Apr 2026
China's relationship with the world – panel discussion video #1
Geopolitical tensions have long weighed on investors considering sustained exposure to Chinese markets, with shifting US policy and ongoing tariff concerns adding to the uncertainty. Yet, against a...
Adviser-Hub 2nd Apr 2026
Baillie Gifford | Emerging Markets, AI build and commodities
Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk...
Baillie Gifford 30th Mar 2026
Emerging Markets, AI build and commodities
Upfront: Europe, chips and rising Japan
Baillie Gifford’s Stephen Paice explains why Europe is back in fashion, investment specialist Sarah Clark discusses her enthusiasm for Japan, and Qian Zhang explains why TMSC is special.
Baillie Gifford 30th Sep 2025
Baillie Gifford | Upfront: Europe, chips and rising Japan
Baillie Gifford | Future Stocks: Our best investment ideas in Asia
Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...
Baillie Gifford 1st Nov 2024
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