US-based TIAA’s investment arm is ramping up its Asia presence after posting a record regional inflow of assets this year, its global CEO and Asia head tell AsianInvestor.
A China equities allocation makes sense when considering global growth, consumerism, foreign investment and the potential for higher returns. As an institutional investor or investment professional, being exposed to China has traditionally been an ancillary outcome of a decision to own emerging market (EM) equities. However, we believe there are potential return and risk benefits from considering China as an independent allocation.
Beyond the pandemic and trade tensions, underlying developments in China may have transformative implications on companies in Asia and frame how investors look at Asian equities going forward, including up and coming small caps.
China’s domestic private equity (PE) market has grown rapidly in the past ten years offering a range of opportunities with tremendous growth potential. Yet without the right fund structure, international investors simply can’t access many of the most exciting deals. Jun Qian, Head of Investments China and General Manager for Schroder Adveq explains.
Mainland investors are keen to buy more offshore assets, despite a strengthening renminbi, attractive onshore bond yields and fast-rebounding domestic growth, say industry experts.
The China insurer has tactically increased its allocation to China government bonds as yields rebound, its group CIO said in a webinar hosted by AsianInvestor.