British Columbia Investment Management Corporation expects Asia to be one of the leaders of economic growth in emerging markets (EM) and its internal EM public equities portfolio reflects that view.
Equities
India is one of the best investment markets right now, the CIO of an insurance company told AsianInvestor.
The Japanese government aims to create an “asset management nation” including reforms of corporate pension funds. But not all agree that reforms are universally needed.
As the relatively new asset owner reaches $70 billion in AUM, the portfolio will gradually focus more on active investments, its co-CIO says.
The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
The S&P 500 has sustained a bullish momentum, reaching consecutive record highs with tech stocks leading the charge. What will the first half of 2024 hold for the index?
Even as Hong Kong and Chinese equities underperformed in 2023 and uncertainties persist in the year ahead, the city's public pension scheme members are advised to watch its default investment strategy funds instead, which outperformed last year.
Japan’s record stock rally continues. India's market performance shines. And anticipation builds for China's overdue comeback. Which market will fund managers pick as a favoured investment destination for the new year?
Hong Kong’s initial public offering (IPO) activities are expected to rebound from rock bottom. Chinese institutional investors are set to play a bigger role, while more Middle Eastern capitals might come in.
Global sovereign wealth funds cut back on investments in 2023, but there was a shift in sentiment towards emerging markets as highlighted by Global SWF in its annual report, issued on new year's day.
Investors should brace themselves for more volatility in financial markets and look for safe businesses that generate cash while deciding on investment picks, according to Shiraz Poonavala.
In a series focusing on the development of Asian markets in 2024, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a strong year.