The Chinese insurer doubled its Hong Kong equity allocation and ramped up its alternatives exposure last year, while also boosting its cash position in anticipation of domestic rate rises.
More and more institutions are entering the mainland debt market and a trading pattern is emerging, as the Bond Connect scheme and wider index inclusion loom closer.
Europe’s Ucits fund structure is gaining popularity in Asia despite the development of regional product passporting schemes, says Standard Chartered’s head of securities services.
Guidelines issued on Friday aimed at curbing the growth of mutual funds tailored for individual – or small groups of – institutional clients have come earlier than some expected.
The Canadian firm is the first financial institution to win an investment company wholly foreign-owned enterprise licence. It will relocate institutional sales staff to the new entity in Shanghai.
Investments under China's new Public Pension Fund scheme will be more conservative than those of the National Council for Social Security Fund, says NCSSF chairman Lou Jiwei.
Mainland insurance firms hold high cash allocations to help them manage short-term savings products – but this may be storing up trouble, says rating agency Moody’s.
The Chinese insurer plans to buy more European and US real estate, reflecting a trend among mainland institutional investors. But such flows may be set to slow, suggests CBRE.
Citi says mainland debt is now eligible for its EM and regional government bond indexes, but has not given a time frame for inclusion, sparking more debate among fund managers.
As part of our Year of the Rooster forecasts, AsianInvestor asks: will the mainland's stock market be kept waiting for inclusion in MSCI's global emerging-market indexes?
High prices, strict capital controls, renminbi weakening and over-supply concerns are all cited as factors hurting offshore flows into mainland commercial real estate.
The fund house's Asia head of fixed income, Ashley Perrott, suggests that waiting on China's inclusion in global bond indexes is a red herring, as his firm continues its push onshore.
The public pension fund scheme is set to see its investment scope widened to include private and foreign markets, as asset managers are about to receive their first equity allocations.
The German private equity firm is tapping Asian demand for European small- and mid-caps with a technology focus and ambitions to expand into Asia, its MD told AsianInvestor.
The manager of China’s National Social Security Fund is considering the move due to sub-par performances. And so are a few other asset owners in greater China.
China sceptic Nick Melhuish remains wary of Asian stocks because he sees the region as particularly vulnerable to trade-related macro uncertainties.
Chinese banks' large-scale outsourcing of fixed income investments could stretch domestic fund houses' capabilities for managing risk and increase the possibility of a blowup.
Struggling to provide steep returns on their wealth management products, Chinese banks are allocating to higher-risk bond funds, driving a fast rise in mainland managers' institutional AUM.
It makes sense for Chinese regulators to restrict domestic insurance firms' aggressive moves into risk assets. Doing so should reduce market volatility and boost bond liquidity.
With President Donald Trump expected to impose import taxes and raise tariffs, equity experts recommend companies and sectors to buy in the region – and some to avoid.