As volatility returns sparked by the ongoing US-China trade dispute, investors require a compass to measure risks of Chinese companies listed on Hong Kong’s stock market.
Weaker emerging market currencies have hit investors who allowed bond managers to talk up the returns of local currency bonds. To get a full view of the damage, look back two years.
The $1.2 trillion state pension fund hires eight firms to manage overseas stocks, and is finalising domestic equity mandates. It comes after record losses in domestic bonds.
Recognising a gap in its product suite, the firm is building a packaged solutions business combining internal expertise, most likely centralised in London.
Asia CIO Paul Chan acknowledges China's structural slowdown, but points to gaming figures in Macau and other segments as proof that consumer sentiment is alive and kicking.
The emerging markets specialist may launch a dedicated A-share fund and set up an onshore presence, even though its Asia chief admits Chinese equities are a minefield.
Panelists at AsianInvestor's Japan Institutional Investor Forum say it's time for corporations to put their cash to work and that rising interest rates should be welcomed, not feared.
While emerging markets remain volatile, remaining an active participant with broad exposure is key, the Abu Dhabi Investment Authority says in its annualised report.