Tag : equities

The Danish fund has overallocated to the subcontinent and launched a mandate dedicated to its equity market last year.

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.

From property-heavy portfolios to those focused on farming and forestry, iwi are most concerned about what is best for their local community.

The Adani allegations have placed the importance of effective due diligence in the spotlight. AsianInvestor asked asset managers and analysts about common red flags investors can look for to avoid getting caught in such issues.

The Danish pension fund still expects high stock returns over time in China, particularly from private companies, its head of equities says.

While keeping its powder dry for the time being, Australia's sovereign fund sees potential in allocations to China.

The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.

Commodities and more aggressive alternative strategies are among the options being explored as institutional investors look to counter potential threat.

Expectations of tamed inflation and possible easing of interest rates could boost potential across the region, although questions and risks remain.

In a series on how Asian markets might develop in the coming year, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a weak yen and a loose monetary policy.

Markets have rewarded recent layoff announcements from prominent tech firms such as Meta and Microsoft, but does that mean the sector has bottomed out?