China – Page 2
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Opinion PiecesEurope must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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FeaturesFixed income, rates, currencies: All eyes on Trump’s return
With the Republican Party now in control of both Senate and House, the leeway that President-elect Donald Trump will have to enact his pre-election policies could be considerable.
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Asset Class ReportsEquities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
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FeaturesMarket looks to Xi Jinping for a plan to boost China’s economy
When the Chinese government announced a package of measures designed to revitalise the domestic economy in late September, the country’s stock markets responded positively, and many breathed a sigh of relief.
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Opinion PiecesSocial Security – the one thing Harris and Trump agree on
On one thing US presidential candidates Kamala Harris and Donald Trump agree: their new administration will not cut the Social Security benefits that are paid as pensions by the US Treasury’s retirement programme.
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Opinion PiecesInvestors must work together to improve AI stewardship
While perhaps the same cannot be said about climate change, there seems to be a consensus about artificial intelligence (AI) in the United Nations General Assembly.
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FeaturesFixed income, rates, currencies: All eyes are on US elections
With so many important elections taking place this year, politics were likely to have an outsized influence on financial markets.
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Opinion PiecesThe Red Emperor: Xi Jinping and his new China
Visiting China in the late 1990s and early 2000s was an exhilarating experience for any business traveller. There was a sense that the country was opening and moving forward
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Opinion PiecesViewpoint: Lessons for Europe from China
The gradual approach adopted by the Chinese government is both pragmatic and considerate
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NewsAP7 divests €100m of largely Chinese oil and coal stocks
Swedish premium pension default provider says coal phase-out is ‘single most important measure to curb climate change’
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NewsNorwegian oil fund drops $400m of stocks on war-linked grounds
NBIM follows advice from its Council on Ethics, and banishes L3Harris, Adani unit and Weichai Power, divesting nearly $400m
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InterviewsPension funds revisit allocations to China
European pension funds have reduced their allocations to China as the outlook for the country’s economy becomes more uncertain
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Asset Class ReportsIs India’s equity market now the new China in investors’ eyes?
Better governance and a clear economic path may put India in the lead
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Opinion PiecesUS pension plans wrestle with China private market exposure
After a horrible 2023, Chinese stocks look cheap and attractive. But most US pension funds do not seem interested in investing in the Chinese stock market. On the contrary, they have reduced their holdings since 2020 and some are exiting entirely, according to Bloomberg analysis.
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Asset Class ReportsEmerging market equities: investors grapple with peak political risk
As billions of people head to the polls in 2024, how will politics influence flows to emerging market equities?
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NewsP+ divests 10 Chinese stocks on solar cell forced labour risk
“Solar cell production is one of the industries where the risk of links to forced labour is very high,” says pension fund’s responsible investments chief
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NewsAPG closes Beijing office
APG had anticipated greater interest in local currency bond strategy it ran from the office in partnership with local asset manager E-Fund Management
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FeaturesThe great desyncronisation age in global financial markets
Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.
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FeaturesIs the US economy finally heading for a soft landing?
Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve.
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NewsKLP flies to China to overcome mining company brush-offs
If mining companies don’t take responsibility, KLP may exclude them from the portfolio, says Kiran Aziz
