China – Page 3
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Special ReportAsia Investment - Special Report
In this month’s special report on Asia, IPE’s private markets editor Lauren Mills analyses why global institutional investors are setting their sights on Asia. The combination of strong fundamentals and a lack of correlation with the European and North American economies make the region’s private assets particularly attractive. Investors are particularly hungry for infrastructure assets as well as the region’s fast-growing digital infrastructure.
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Special ReportInvestors take a cautious asset allocation path on Asia
Investing in the region is far from straightforward, with benchmarking particularly tricky
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NewsPensioenfonds Vervoer doubles real estate investments
The fund has also adopted a new country policy, excluding investments in China and two dozen other countries
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Asset Class ReportsEmerging market equities – Investors watch as China corrects course
The Chinese government has managed to restart the economy post-COVID, but investors are cautious
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FeaturesThe West should understand the strengths and limitations of Enterprise China
China is fast becoming the West’s bogeyman. Yet a hard decoupling of the two would be a lose-lose situation for both. Despite the tensions, private companies face the challenge of creating viable strategies for interactions with China that could make the difference between success and bankruptcy.
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InterviewsNikko Asset Management: Complex, creative thinking
Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian.
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Opinion PiecesViewpoint: China - Reopening should drive growth
After a year of anaemic growth – by China’s standards – we expect a recovery in Chinese economic activity to gradually take place in 2023
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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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News
Dutch 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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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
