Tag : equities

Global allocators weigh fresh strategies for China exposure

Dec 3, 2025

As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.

Global allocators weigh fresh strategies for China exposure

Market Views: Will there be Santa Claus rally this year?

Kristina Shperlik

Nov 27, 2025

As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.

Market Views: Will there be Santa Claus rally this year?

China’s equity play emerges as a strategic diversifier

Kristina Shperlik

Nov 24, 2025

A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.

China’s equity play emerges as a strategic diversifier

Institutions flock to EMs as policy and fundamentals improve

Kristina Shperlik

Nov 18, 2025

A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.

Institutions flock to EMs as policy and fundamentals improve

China seeing global flows for diversification

In partnership with iShares by BlackRock and FTSE Russell

Amid the new investment mantra of diversification of equity allocations, there is growing demand for exposure to China’s innovation and transformation journey, according to BlackRock’s Andy Ng and Emerald Yau of FTSE Russell.

China seeing global flows for diversification

Asian investors can't quit AI boom despite bubble fears

Kristina Shperlik

Oct 30, 2025

While not all investors fully trust the staggering AI-fuelled rally, fears about missing out have led to a market gripped by hesitant conviction.

Asian investors can't quit AI boom despite bubble fears

Why institutions still back India's growth story despite market reset

Lucas Cacioli

Oct 14, 2025

While India's market has corrected from recent peaks, strong domestic demand, scale, and robust earnings potential continue to make it attractive relative to regional peers.

Why institutions still back India's growth story despite market reset

Market Views: What does Japan's political shift mean for the yen and equity markets?

Kristina Shperlik

Oct 9, 2025

As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.

Market Views: What does Japan's political shift mean for the yen and equity markets?

In conversation: Wellington Management on sourcing alpha amid market concentration

In partnership with Wellington Management

How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.

In conversation: Wellington Management on sourcing alpha amid market concentration

Risk-averse mandates slow Asia's active ETF adoption

Kristina Shperlik

Sep 24, 2025

The journey for an active ETF from product launch to institutional portfolio in Asia can take years, as chief risk officers and due diligence teams move slowly to get comfortable with their innovative structures.

Risk-averse mandates slow Asia's active ETF adoption

Ping An bets on AI and ESG to power trillion yuan portfolio

Heather Ng

Sep 16, 2025

Ping An is boosting portfolio performance through smart bond timing, high-dividend equities and strategic investments in tech and sustainability.

Ping An bets on AI and ESG to power trillion yuan portfolio

Singapore investors miss Q2 rebound in rush to sidelines

Kristina Shperlik

Sep 2, 2025

With the long-standing dominance of US funds questioned due to outflows, Asian markets including South Korea, China, and Taiwan narrowed the performance gap and attracted new interest on the back of strong rebounds.

Singapore investors miss Q2 rebound in rush to sidelines