As uncertainty dominates global markets following Trump's tariff announcements, asset owners are prioritising liquidity management while preparing for potential sharp declines in both public and private asset valuations.
Equities
Despite US trade tensions, strong domestic demand, innovation, and proactive policymaking reinforce China’s appeal as a long-term investment destination.
As retirement schemes attempt to guide members on how to avoid crystallising losses in the wake of the recent market falls, investment teams are likely to reduce their US equity weightings.
As markets react to evolving trade dynamics, experts weigh in on whether emerging market economies can recover and thrive amidst uncertainty.
Amid concerns over a potential Chinese economic downturn, Ping An Life's CIO Jianxin Cheng takes an optimistic stance, emphasising the resilience of China's economy.
As markets plunge and tariff tensions escalate, the recession question looms larger than ever. Leading strategists weigh in on whether this is the beginning of a downturn or merely market overreaction to policy uncertainty.
Financial analysts assess some wild claims that recent stock market turbulence might be part of a deliberate debt management strategy of the new administration.
Despite Trump's return to office and compressed global valuations, China's innovative healthcare market presents strategic potential for foreign investors willing to navigate regulatory complexities and sector-specific challenges.
Beijing's 2025 Two Sessions unveiled a 5% GDP growth target amid economic headwinds, emphasising technological transformation, private sector revival and environmental commitments as asset managers weigh investment implications.
Singapore is introducing tax rebates and other measures to rejuvenate its stock market. AsianInvestor asked asset managers and analysts about the impact of these initiatives on new listings and liquidity.
Despite Beijing's high-level outreach to tech leaders and market rallies, global investors await stronger policy signals from the world's second-largest economy in the face of property sector concerns and geopolitical tensions
Japanese insurers are turning to private credit investments to mitigate interest rate risks associated with the upcoming economic capital regime.
