Investment strategy

Sep 04, 2018

Chinese_dragonHalf of investment professionals in a poll expect Chinese equities to generate a return of more than 5% in the next 12 months and a fifth expect the return to exceed 20%.

Sep 04, 2018

China_growthDutch asset manager NN Investment Partners has raised its estimate for next year’s economic growth in China from 5.9% to 6.2% based on anticipated stimulus.

Sep 04, 2018

US_China_trade_warThe leading actors in a developing war over tariffs and trade deals have been accused of not appreciating the myriad ways in which large economic processes are linked.

Aug 21, 2018

Master-feeder funds and other partnerships have emerged as a winning strategy for international asset managers in south-east Asia outside Singapore.

Aug 21, 2018

T. Rowe Price will promote Nick Trueman to lead its global investment management services division in the Asia-Pacific region from the start of next year.

Aug 14, 2018

Below-expectation results for the Chinese economy in July indicate that stimulus measures have not yet boosted growth and may demand further stimulus.

Aug 07, 2018

Alternatives surveyThe popularity of alternative asset classes has not gone unnoticed by Asia Pacific asset managers, which are planning to expand their product ranges to include these types of funds.

Aug 07, 2018

China_property_developersInvestors have been advised to avoid corporate bonds issued by small property developers in China in favour of bonds from larger issuers in the sector.

Aug 07, 2018

Merging_blocksForeign firms that wish to gain majority control of Chinese financial services companies have been advised to select small firms as their joint-venture partners.

Aug 07, 2018

Wind_farm_IndiaDevelopment finance institutions and private investors have together allocated more than $12 billion in direct impact investment transactions in south-east Asia since 2007.

Pages

Executive Interviews

Interview: Money needs a place to go

Mar 11, 2019

Peng Fei, chief investment officer at Wanwei Asset Management, tells Romil Patel about allocating capital across risk factors when asset performance is uncertain and unpredictable.

INTERVIEW: Giving peace a chance

Jan 11, 2019

As US-China tensions escalated in 2018, the leaders of the two economies met in Buenos Aires to agree a truce. Aidan Yao, senior emerging Asia economist at Axa Investment Managers, talks to Romil...

Roundtables

Singapore roundtable: A money magnet

Mar 11, 2019

Our panel discussed why the Singapore Variable Capital Company makes them bullish, what gives the onshore jurisdiction an offshore feel and “blood on the streets” from China’s slowdown. Chaired by Romil Patel in Singapore.

HONG KONG ROUNDTABLE: A sunny picture

Jan 11, 2019

Changes to regulation, US-Sino trade tensions and further steps by China to open its capital markets were some of the topics discussed by our panel. Chaired by Romil Patel in Hong Kong.