News

Fuelled by e-commerce, China's economy bounces back

Great_wall_of_ChinaReforms have returned China to economic health and made it one of the world's best-performing emerging markets, says a senior strategist. Beijing's efforts to cut overcapacity in state-owned enterprises and curb debt accumulation have yielded tangible results, says Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners. “In 2015, China was seen as the biggest risk to the world economy,” he said. “Two years later, this is completely reversed.” Bakkum says internet and e-commerce stocks have been among the best-performing assets in China. “In the past, commodity producing countries were the main beneficiaries of the Chinese construction boom,” he said. “Now it is mainly the Asian electronics and consumer goods manufacturers that benefit from the Chinese consumption boom.” ©2017 funds global asia

Executive Interviews

INTERVIEW: Making a name

Apr 18, 2018

Formed by a merger in 2012, Old Mutual Global Investors was little-known in Asia. Carol Wong, managing director for Asia-Pacific, is changing that. She talks to George Mitton.

INTERVIEW: Joining the family

Dec 12, 2017

An acquisition has increased the visibility of Natixis investment managers in Australia. George Mitton talks to its local chief executive.

Roundtables

SINGAPORE ROUNDTABLE: Small nation, big ambitions

Apr 18, 2018

Our cross-industry panel discussed fund passporting, robo-advisers and the potential of a new investment structure, the S-Vacc. Chaired by George Mitton in Singapore.

REAL ESTATE ROUNDTABLE: In search of a home

Jul 17, 2017

From Korean warehouses to Chinese hospitals, investors’ holding periods are growing in Asia. But in a market awash with liquidity, so is competition for assets. Our panel in Hong Kong discuss real estate investment.