China – Page 3
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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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News
Pension 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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News
Norway’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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News
Asset 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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News
Nordic 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
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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
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News
NBIM calls on China to sharpen corporate ESG reporting plan
Would be better to make Chinese firms publish English versions of corporate reports too, says Norway’s SWF
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Opinion PiecesThe world is approaching an inflection point
Domestic challenges and US political developments have proved such a preoccupation recently that it has been all too easy to miss a key global shift. China’s rise to global prominence has accelerated markedly as a result of the past year’s events.
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NewsAsset management roundup: SLA China venture gets pensions licence
Plus: Debut Paris-aligned fixed income ETF; Invesco’s RI framework; Franklin Templeton starts investment institute
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NewsDenmark’s AkademikerPension bans Chinese surveillance kit firm
“In short, we have lost patience with the company,” says chief
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NewsLGPS pools award downside protection, China mandates
£1.2bn downside protection fund for Brunel clients, Border to Coast names China equity managers
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Asset management roundup: ASI, BNPP create risk mitigation index
Plus: Man AHL, Baillie Gifford increase China access
