The early days of the Trump administration have brought sweeping tariff announcements. While the situation is fluid, the direction is clear: trade restrictions are likely to increase, with China as a primary target.

China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.

China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.

Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.