The Chinese life insurer's investment chief is positive about the long-term stock performance of Chinese state-owned enterprises under a 'valuation system with Chinese characteristics'.
Shusi He
HSBC Asset Management’s global CEO told AsianInvestor that he sees surging demand from asset owners for stakes in China's green transition, especially alternative investments in renewable energy and climate tech.
The investment chief of the Chinese life insurance giant shares how he understands China's policy-driven market by reading between the lines from public remarks made by policymakers.
Taiwan’s Public Service Pension Fund will be overhauled with new members to be enrolled in a defined-contribution scheme rather than the current defined-benefit. Other restructuring measures have also been adopted.
Hong Kong needs to attract and nurture professionals with expertise in ESG investing, Web 3.0, and relevant niche technologies, to counter the brain drain and establish itself as a family office hub, family offices said.
The new China-Singapore Green Finance Taskforce is expected to facilitate easier access to green bonds in both markets through stock exchange connections and digital trading.
Taiwan's Bureau of Labor Funds is taking on more risk through its passive equity mandate as it banks on a rally in global equity markets.
Hong Kong, which is offering incentives, seems to be a reasonable destination for wealthy Chinese families to place their money. But factors such as geopolitics and regional competition also play a part.
Both domestic and foreign investors could use more knowledge sharing to improve mutual understanding of the energy transition in the world’s second-largest economy.
Inflation, banking crisis, and a weakening US dollar are putting gold under the spotlight. AsianInvestor asks asset managers if gold prices have hit a peak or if there is more room for prices to rise.
Although a three-pillar pension system has been established in China, the country is in urgent need of more drastic changes as its population ages and declines.
The Hong Kong family office expects more direct investment opportunities in the private market in the second half of 2023.
