The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.
Equities
Health care, manufacturing, and special situations will keep the momentum in attracting private equity in 2023, a recently released report said.
The asset owner is planning a new ETF mandate, and although passive management has won favour, several factors still make active managers relevant.
The expansion will boost inflows to Hong Kong and mainland China stock markets, but the real game changer will be when mainland investors can invest in secondary-listed Chinese companies in Hong Kong.
The pension fund is adding domestic exposure to its portfolio and Japan’s stock market could face a game-changing year, one manager told AsianInvestor.
Singapore's state-owned investment funds make landmark deals in 2022, a survey by Global SWF showed. A more cautious approach in 2023 is indicated.
Commodities and more aggressive alternative strategies are among the options being explored as institutional investors look to counter potential threat.
Expectations of tamed inflation and possible easing of interest rates could boost potential across the region, although questions and risks remain.
Easing of listing requirements for early-stage technology companies brings both risks and opportunities for investors, say experts.
Fund managers are shifting from underweight to neutral on Chinese equities in their global portfolio as China gradually reopens.
An improved macro environment is set to provide a leg up for Hong Kong’s beleaguered IPO market to help it remain one of the top three fundraising destinations in 2023.
Reconnecting with mainland China and the rest of the world is great news for the city. But are policymakers and the finance industry prepared for the post-Covid era?
