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.
Tag : china
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.
Global institutions are trimming their Greater China exposure, managing low-probability conflict risks on the back of souring relations between Beijing and Taipei.
A German church pension fund is tapping a local Hong Kong firm to invest in Chinese equities despite concerns about the market.
Asia’s family enterprises are heading into uncharted territory. With hundreds of billions in wealth set to change hands, families are being forced to reimagine not just who inherits, but how—and what’s actually worth preserving.
The unresolved dispute over military-use rare earths materials in US-China trade negotiations threatens to fragment global supply chains, creating both challenges and opportunities for investors across Asian markets.
