All China articles – Page 2
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Special ReportProspects 2023: Does zero China make sense?
Many investors are avoiding the People’s Republic, but they would do well to look at the reality
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Special ReportSpecial Report – Prospects 2023
The past year will be remembered as one of the most challenging for institutional investors ever. The outlook for 2023 is brighter, if anything because valuations of major asset classes have come back to historical levels.
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NewsDutch GP fund blacklists China over human rights concerns
The fund has excluded investments in Chinese government bonds and state-owned firms
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FeaturesChina calls the tune for emerging markets
If President Xi Jinping mismanages China, the careers of many emerging market asset managers could be over. It would also mean emerging markets as an asset class would become irrelevant, at least according to Xavier Hovasse, head of emerging markets at the French fund management house Carmignac, who has devoted his career to seeking opportunities in emerging markets.
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Special ReportTop 500 Asset Managers 2022
The emergence of persistent higher inflation, China’s zero-COVID policy, stress on global supply chains, and Russia’s Ukraine war all suggest that the asset total of this year’s IPE Top 500 Asset Managers Guide represents a high water mark.
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Asset Class ReportsPortfolio strategy – Emerging markets
It is no secret that while investments in emerging markets promise to deliver superior returns, thanks to their exposure to faster-growing economies, actual performance has been volatile and, at times, disappointing. Over the past decade, emerging market indices have outperformed, as have fund strategies.
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Asset Class ReportsEmerging markets: Investors stay positive on Chinese investments
Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance
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FeaturesAhead of the curve: China treads a careful path
Since the Tiananmen Square protests in 1989 the Chinese Communist Party has not put a foot wrong domestically. It has pursued economic growth alongside social cohesion, entrenching its prime objective of staying in power.
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NewsPension funds in Nordics stick with China exposure but alert to risks
KLP’s Koch-Hagen says geopolitical shifts could make China a greater source of diversification - or else a riskier investment
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NewsNorway’s SWF bans Chinese medicine stocks on species concerns
NBIM excludes four Chinese firms from GPFG and brings Korean explosives company back into the fold
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Special ReportQ&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 ReportCommon 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 ReportCommentary: 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 ReportInterview: 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 ReportInvesting 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 ReportPrivate 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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NewsUK pension pool sees EM equity investments exceed £1bn
The EM equity fund will track the FTSE Emerging Index with the China specialists benchmarked against the FTSE China Index
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NewsAsset managers shrug off Chinese market sell-off, Cerulli says
‘Investors are set to favour Asian fixed income because it currently offers better yields than bonds in developed markets’
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NewsNordic pension investors unruffled by China regulatory jitters
PBU says market developments have temporarily dented its expose to Asia
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NewsChina regulatory action ‘not a game-changer’
Some pension funds, including Dutch civil service scheme ABP, have had to nurse heavy losses on their Chinese equity investments
