The National Social Security Fund added $17.8 billion in Chinese equities last year across the consumer and healthcare, real estate, automotive, industrial, resource, and infrastructure sectors.
After the initial bounce driven by Beijing’s policy announcements, the question now is whether there are more sustained game-changing forces for investors in the Chinese stock market, and where they are.
The Hong Kong-based family office anticipates the delta to turn positive for Chinese assets, and the market is primed for a rebound once economic stimulus kicks in.
Foreign investors are waiting for a clearer read on China’s macro and regulatory environment as well as its recovery path before re-entering its public and private markets.
The Chinese insurance giant is adding alternative investments in real assets to enhance portfolio resilience. It is optimistic about China’s $12.5 billion public REITs market, where it is both asset owner and investor.
After a challenging 2022, chief investment officer of one of China's largest life insurers says opportunities have returned to China's real estate and stock markets in 2023.
In an exclusive interview, chief investment officer Don Guo said Prudential sees opportunities across various asset classes, including alternatives and Chinese equities.
Fund managers are shifting from underweight to neutral on Chinese equities in their global portfolio as China gradually reopens.
China is easing its Covid-19 restrictions rapidly. Industry experts weigh in on the opportunities and risks for investors as the world's second-largest economy gradually reopens.
The worst might be over, but we are not at the end of the tunnel just yet. Are we seeing a bumpy road upward? Wait until it’s about fundamental changes rather than a sentimental bounce, fund managers say.
The market wants China's new rules on overseas initial public offerings to clarify the status of cybersecurity reviews and how foreign investors can participate in listings by VIE-structured companies.
China's regulatory crackdown, the Omicron outbreak and a bull-run in developed markets created the perfect storm for emerging markets. Will the sun break through in 2022?