Equities

A German church pension fund is tapping a local Hong Kong firm to invest in Chinese equities despite concerns about the market.

Canada's largest pension fund is leveraging data centre acquisitions and technological partnerships to capture growth in AI revolution and cloud computing expansion.

Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets and active strategies in Japan and Europe, while remaining cautious on the US dollar and inflation-sensitive assets.

The unresolved dispute over military-use rare earths materials in US-China trade negotiations threatens to fragment global supply chains, creating both challenges and opportunities for investors across Asian markets.

Strategic reallocation of capital and evolving tech ecosystems present unique sector opportunities in emerging markets, despite persistent valuation gaps with developed economies.

The world's most populous nation hasn't lived up to hopes it would become a global manufacturing hub. But US-China tensions may now benefit India's ambitions.

Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline.

In volatile times, diversifying portfolio assets is key to hedging against risk, but investors should adjust their expectations, according to a panel of experts at AsianInvestor’s 20th Asian Investment Summit.

Emerging market technology companies are leveraging integrated supply chains, cost advantages and innovation capabilities to outperform Western counterparts.

Washington's deficit spending is raising concerns among investors after Moody's cut its US sovereign credit rating, citing a fast-growing debt mountain of some $36 trillion.

The policy move could drive insurers' equity investments higher, but it also adds risks, requiring careful portfolio management amid market volatility.

While industry experts view this surge as a temporary response to US-China trade tensions, concerns over hedging costs and investment returns remain in focus.