Asia-Pacific: Pensions and Investment News and Analysis – Page 4
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Features
Joseph Mariathasan: India’s NPS reaches $100bn in assets
India’s state-run voluntary defined contribution New Pension Scheme (NPS) has reached a milestone of $100bn (€88bn) in assets and is likely to double in size every five years, according to renowned economist Ajay Shah. There are many lessons to be learnt from the success of the NPS, particularly for developing countries seeking to create pension safety nets for their populations from scratch.
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Opinion Pieces
Letter from Australia: Superfunds focus on retirement income
When you’ve spent as much time around superannuation as I have, you get to see a lot of eggs,” says senior corporate regulator Helen Rowell. “Images of eggs, usually in nests, often painted gold, frequently laying on a bed of $100 notes.”
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Opinion Pieces
Letter from Australia: Private gain as Australia’s infra assets change hands
Australian superannuation funds are playing a key role in the largest takeover yet of an Australian infrastructure asset, Sydney Airport, for A$23.6bn (€15bn) in cash.
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Features
Strategically speaking: IFM Investors
When IFM Investors and its fellow consortium members cracked open the bubbly last month on their successful bid for Sydney Airport following a third revised offer, it marked a bet on a vigorous and sustained recovery in passenger aviation. After all, airports globally, including Sydney, had come to resemble “parking lots for planes”, in the words of IFM Investors CEO David Neal.
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Book Review
Books: How a small island helped shape modern China’s world view
The Gate to China: A New History of the People’s Republic & Hong Kong by Michael Sheridan, HarperCollins, 2021
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Opinion Pieces
Letter from Australia: In need of a broader asset pool
With a market cap of just A$2.7trn (€1.75tn), Australia’s ASX stock market is increasingly overshadowed by a rapidly growing pool of super savings which now exceed A$3trn.
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Opinion Pieces
Letter from Australia: Super funds: shame in a name
Named and shamed! Thirteen Australian superannuation funds have been forced to inform their million-plus members that they have failed an inaugural superannuation performance test mandated by the financial regulator, the Australian Prudential Regulation Authority (APRA).
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News
European pension players turn to Asia to drive climate ‘breakthroughs’
Aviva, BMO, Fidelity, LAPFF, LGIM, and PGGM are founding members of new engagement platform
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Special Report
Q&A: A manager selector’s perspective
IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China
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Special Report
Common prosperity reshaping equity markets
China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation
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Special Report
Commentary: A mile in Xi’s shoes
The shift from ‘trade war’ to ‘tech war’ between China and the US has forced China’s policy makers to deal with the country’s three key vulnerabilities
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Special Report
Interview: Diana Choyleva
Diana Choyleva, chief economist at Enodo Economics, says the battle for technological supremacy between the US and China will transform the global investment map
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Special Report
Investing in China
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.
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Special Report
Private equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
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Opinion Pieces
Letter from Australia: Public places, private matters
AustralianSuper marked a milestone with its successful takeover in 2019 of education provider, Navitas, for A$2.1bn (€1.3bn).
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Special Report
China bond ETFs: the path to a new opportunity
Historically, investors outside of China have struggled to access the country’s full range of unique investment opportunities. But this story is changing as policymakers seek to liberalise Chinese stock and bond markets to allow greater access to onshore Chinese investments.
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Opinion Pieces
Letter from Australia: Too good to be true?
If Australia’s latest five-yearly Intergenerational Report (IGR) is to be taken seriously, Australian retirees can look forward to comfortable retirements 40 years hence.
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Opinion Pieces
Letter from Australia: When the ‘kill switch’ misfires
The Australian government is attempting to push through Parliament legislation that would selectively benchmark the performance of superannuation funds – but has given up its intention to override investment decisions made by super funds.
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News
KLP uses new criterion to ban Indian firm with Myanmar military link
Norwegian pensions giant among large institutional investors taking action on Adani Ports and Special Economic Zone
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News
AP7 blacklists two Chinese stocks for environment misdeeds
Latest exclusions brings Swedish pension fund’s total blacklist to 86 companies