China – Page 4
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Special Report
Interview: 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 Report
Investing 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 Report
Private 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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News
UK 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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News
China 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 Pieces
The 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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News
Asset 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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News
Denmark’s AkademikerPension bans Chinese surveillance kit firm
“In short, we have lost patience with the company,” says chief
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News
LGPS 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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News
Asset management roundup: ASI, BNPP create risk mitigation index
Plus: Man AHL, Baillie Gifford increase China access
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News
Danish scheme blacklists state-linked China, dumping €54m equities, bonds
AkademikerPension says aims to raise its social responsibility profile
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Special Report
China: First in, first out
China is focusing on a new long-term growth strategy after the success of its tough measures to contain the coronavirus outbreak
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Special Report
China: Western firms rethink their options
Many expect the disruption caused by the COVID-19 pandemic to prompt western companies to distance themselves from China
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Special Report
China: ESG with Chinese characteristics
Pressure from international and domestic investors is driving an upsurge in ESG adoption by Chinese companies
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Special Report
China: Just a pit stop on the BRI journey
China has taken its foot off the pedal of its Belt and Road Initiative temporarily to deal with domestic issues and COVID-19
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News
bfinance sees ‘fundamental shifts’ in Chinese equity offerings
Consultancy says clients increasingly using dedicated China equity strategies