The Danish fund has overallocated to the subcontinent and launched a mandate dedicated to its equity market last year.
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The AsianInvestor team spoke to some heavyweights in the asset owner industry in February, discussing a wide variety of trends and topics.
The Danish pension fund values its exposure to Japan, but must balance a mismatch between its strategy and the country’s overall corporate culture, its head of equities tells AsianInvestor.
The Danish pension fund still expects high stock returns over time in China, particularly from private companies, its head of equities says.
The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.