Crashing panel prices and oversupply have hit manufacturers hard, driving investors toward renewables with storage.
Tag : china
Principal Kin Leung Chan is positioning Click Ventures' portfolio through the lens of what he sees as attractive valuations in China and Hong Kong with the US pricey by comparison.
Fallen developer Evergrande’s Hong Kong delisting casts a spotlight on China’s property crisis and raises fresh questions about the battered sector's future role in the world's number two economy.
The insurer is ramping up its push into private markets while sharpening its investment focus on Hong Kong and mainland China.
China’s slowing economy and intensifying competition are reshaping the private equity and venture capital landscape, but opportunities remain in strategic sectors, according to the family office's founder, Conrad Tsang.
The $1.41 billion divestment by one of the world's biggest hedge funds underscores some investors' unease with the world's number-two economy, but bullish voices argue that structural strengths in EVs, renewables and tech still make China a long-term play.
As Beijing pledges targeted stimulus to meet its economy growth goal of about 5%, investors weigh whether current measures can revive momentum.
China leads the pack among APAC markets with some forecasts calling for 20% plus annual growth in its data-centre market over the next few years. But limited land availability, emissions regulations and new technologies could hamper the pace of expansion.
Asia‑Pacific private capital investors are scaling back direct China exposure and turning to India and Japan as liquidity pressures drive focus towards managers with dependable, cycle‑resistant returns.
China's policy tailwinds and favourable valuations are driving fresh institutional flows, while contrasting trends in India sees some US investors reducing their stakes.
As geopolitical complexity grows, APAC investors are questioning the size of their US exposures and shifting toward resilient sectors in markets that could offer pockets of growth.
Fixed-income assets and active portfolio strategies are in favour as managers reassess their priorities, Invesco says.
