Asia’s booming logistics sector is attracting asset owners to invest in warehousing and storage facilities, both in established markets and emerging Asia.
Global investors need to better assess how much exposure to get to the country as its financial markets expand. Equities and private assets in particular offer some opportunities.
Four investment specialists offer their opinions on whether now is a good time to buy into emerging markets, given an uncertain economic outlook and poor equity performance in 2018.
The patient, long-term investment approach of leading asset owners should prove a boon this year – provided they practise what they preach.
China's apparent pressure on Hong Kong to expel a senior journalist offers a worrying sign about the city's eroding independence, which could have far-reaching financial consequences.
Insurers and pension funds point to mounting asset valuations, rising leverage in China and Australian property valuations as some of their key headaches when investing.