Moody’s and fund managers believe further debt downgrades are an inevitability as Covid-19’s impact continues. China could offer both strong investments and potential defaulters.
The growth of China's economy is set to underpin the appeal of its local equity market for the coming decade, despite shorter term political and manufacturing concerns, say experts.
Rising geopolitical risks and China’s economic slowdown are set to tarnish the once-vibrant appeal of A-shares over the coming 10 years.
Regional life insurers will seek to reweigh their portfolios to seek out sufficient returns in the low rate environment, reduce duration gaps and adapt to new capital rules.
Increasing polarisation between East and West leaves China in the economic driving seat, according to a new IFSWF and Invesco report.
China is set to integrate its interbank bond and exchange bond markets. Five market experts share their thoughts on the move.
Local governments are giving more pension funds to the state pension manager to improve returns, but Beijing will unlikely loosen its grip on the requirement they invest solely onshore.
The impact of Covid-19 has caused volatility in equities and a collapse in interest rates across many countries. To secure decent returns, pensions and insurers will need more alternatives.
The country insurers' offshore asset allocations will likely remain much lower than the regulatory limit of 15% this year, despite their need to locate higher levels of return.
A new series of articles for AsianInvestor's 20th anniversary focus on major investment undercurrents. First is the need for the region to build pension fund assets and returns.
Norway’s sovereign fund allocates 3.1% of its $1 trillion to China, up from 2% in 2016. Head of external strategies Erik Hilde explains how it invests there and in other emerging markets.
The only cross-border flows into Hong Kong commercial property this year have come from China, while local investors have been buying more overseas real estate, amid the recent turmoil.
The national security law looks set to forever change how the Asian financial centre functions, and not in a good way. Candour is set to diminish, and social tensions may rise.
Insurers across the region will see premiums grow by €1.28 trillion, over half coming from China, said a new report by Allianz.
The firm is set to fill the vacancy left by Mandy Chan with a hire from BNP Paribas Asset Management, which is promoting internally to cover her departure.
Consultancy bfinance says emerging market focused investors should consider several strategies for China to avoid adding too much risk.
Asset owners outside Asia often hire Western firms to manage their Chinese equity portfolios, despite mainland fund houses’ lower charges. But there are pros and cons to weigh up.
The unwillingness of local real estate owners to drop prices despite the Covid-19 pandemic means that there are few investment opportunities to be found.
China’s third-largest insurer will target long-term strategic investments into overseas insurers after its $1.81 billion GDR listing in London, says its group chief investment officer.
We describe why each of this year's top fund managers by Asia market stood out from their peers.