All IP Asia articles – Page 15
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IP Asia
GIC sees challenges for the region
Shifting economic power could lead to conflicts among nations. Asia will increasingly face labour, natural resource, and commodity constraints to its high growth strategy.
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IP Asia
Industry Debates Future, Growth Remains Strong
Australia prides itself in having a self-contained and sophisticated financial services market. Betty Kotevski talks to superannuation industry heads to assess how market will evolve from here.
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IP Asia
Politics weigh heavy on GPIF diversification plan
Perhaps developments in financial markets have played a role in bringing GPIF to step up at least its research effort into non-listed equity and infrastructure, as possible alternative investment categories.
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IP Asia
ESG - Indifference and the impact of mega-trends
Where is the practice of environmental, social and governance investing headed? In Asia, sadly, the concept has not really taken hold in the way it has in other parts of the world. Bee Ong reports
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IP Asia
Solid growth for ETFs in Asia
by Richard Newell - However, a lack of mutual recognition in Asia is holding back the development of ETF funds domiciled in the region.
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IP Asia
Absolute return FI funds – a new generation
Interest in absolute return bond funds is returning after a calamitous experience during the market crash. But the new generation of funds being launched is likely to be very different in structure from those that performed badly as a result of the credit crunch. Joseph Mariathasan reports
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IP Asia
Call for greater alignment of interests
The concept of ‘outcome oriented investing’ is now being talked about in the context of Asia’s fund management market. Several speakers at the recent Fund Forum event in Hong Kong suggested that a sea-change is occurring, and a greater alignment of interests will result. Richard Newell reports
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IP Asia
China – could the great growth story all come crashing down?
Bee Ong talks to Satyajit Das on the structural risks that threaten to undermine China’s remarkable run of growth.
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IP Asia
Private equity in Asia – Smart or dumb money?
The growth of activity in private equity raises concerns about the quality of deals being done. Joseph Mariathasan reports
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IP Asia
Second chance - an Asian hedge fund perspective
The upheaval caused by the financial crisis has meant that anyone involved in the hedge funds industry in Asia has had to reassess their business. Richard Johnston looks at how the landscape has changed.
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IP Asia
Asian policy-makers must remain vigilant
by Kevin Hebner - We are likely to see a wave of defaults. T this is what typically occurs within a couple years of a major financial crisis.
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IP Asia
Asia’s markets continue to drive the world
Asia’s economies are leading the way, forcing international investors to reconsider their overall cautious stance towards emerging equities.
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IP Asia
Sustainability versus stimulus – which way for China’s banks ?
In the wake of the Asian financial crisis in 1998, a discussion of sustainability in the context of Chinese banks would most likely have referred to a given institution’s likelihood of survival.
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IP Asia
Issues in bond index construction
Constructing indices for bond markets is not at all as straightforward as it is for equities. Joseph Mariathasan explains the problems of trying to satisfy all the different parties.
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IP Asia
Pension managers on the brink of a new era
Corporate pension funds in Japan have posted their first positive performance in three years.
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IP Asia
Water - China’s greatest challenge
Of the many factors that could block China’s development path, water scarcity, is also one of the most challenging. China’s impending water catastrophe is beginning to unnerve investors.
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IP Asia
Special opportunities in China
The property market in China is going through something of a consolidation phase, after an extended bull run that he was led many to question whether it could undermine economic stability. Richard Newell finds out where the opportunities might lie.
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IP Asia
More Japanese corporations close their DC pension schemes
Companies are abandoning the system due to a deteriorating business environment, and terminations have remained on the increase.
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IP Asia
Error margins and their consequences
Portfolio construction is often seen as a science, but there is a critical aspect of the experimental scientific methodology that is usually neglected. And yet it has profound implications for portfolio construction itself.
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IP Asia
Currency as an independent return source
Neil Record has built a company managing $34bn of currencies. He and his team have recently been touring Asia to explain the ‘forward rate bias’ of high interest rate currencies. Here he describes how that can be incorporated into an institutional portfolio.
