Exposure to renminbi assets is less than 15% for the fund dedicated to defending Hong Kong’s dollar peg. However, a fund executive cautions against missing out on a China rebound.
Income Insurance CIO David Chua says it’s too soon to write off China and notes the importance of China and the rest of Asia’s emerging markets for its portfolio allocation.
The old stimulus playbook, which involved cheap lending and a massive push to infrastructure to boost the economy, is no longer relevant, according to institutional investors. So what can China's government do this time around?
Census experts say China's population will start to decline at least five years earlier than expected - investors are being warned to keep a weather eye on inflation and structural shifts.