Asset owners and fund managers intend to invest more into multi-family real estate across Asia and the US, as more young people forced to rent instead of buying expensive houses.
Investors can still find spread premiums in niche private debt, with the asset class's prognosis looking strong, said a keynote speaker at AsianInvestor’s latest summit on Wednesday.
Some pensions from the country have indirectly invested into China via pan-Asia funds, while a few European pension investors have sold Chinese stocks over ESG concerns.
Asset owners and property investors are finding it increasingly difficult to spot quality investments, due to an inflow of money and a lack of willing sellers.
The country’s increasing self-reliance is a potential threat to the stability of world trade, particularly for regional neighbours, say analysts.
China is in no mood to bow to the US on contentious issues, but investors with a long-term objective should not be too concerned, say market observers.