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New bfinance report reveals increasing popularity of China equity strategies amongst institutional investors

According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management offerings. While four in five investors still obtain their China equity exposure solely through Global Emerging Market equity strategies, bfinance clients are increasingly using dedicated […]

01 Jul 2020

Zenith sector review: international shares – emerging markets and Asian equities

From Zenith Investment Partners

Do investors gain emerging market exposures indirectly through Australian equities? What is the optimal emerging market exposure for an international equities portfolio? These are the questions Zenith seeks to answer in our 2019 Emerging Market & Asian Equities Sector Report. Given the strong historical relationship between Australian and emerging market equities, investors have traditionally found […]

07 Nov 2019

China: Will they get old before they get rich?

From Nikko AM

Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the West — the outlook for China is that it will have one of the fastest declining populations in the world. Because of this, many commentators […]

20 May 2019

Tariffs add to existing drags on Chinese growth

From Fidelity Investment Managers

“The US has slapped a 10 per cent tariff on US$200 billion of Chinese goods, threatening to increase this to 25 per cent in 2019 in the absence of a trade deal. Meanwhile, China retaliated with its own levies of up to 10 per cent on US$60 billion of US imports. “We estimate the measures […]

24 Sep 2018

Making China great again

From Principal Global Investors

Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., weighs in on the 19th National Congress of the Communist Party of China. President Xi Jinping’s opening session speech “In his three-and-a-half-hour, 32,000-word speech to about 2,300 attendees at the opening session of the 19th National Congress of the Communist Party of China, President Xi called upon China […]

02 Nov 2017

The Asian century

From 4D Infrastructure – a Bennelong Funds Management boutique

In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the rise of Asia. China has already trebled its share of world GDP over the past two decades and India has doubled it. Both these giant […]

25 Sep 2017

India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

From GSFM

The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the world’s largest democracy. It is just like any other Tuesday evening in New Delhi, the capital of India. Thick with smog from firecrackers during the […]

15 Aug 2017

All aboard the new Silk Road

From 4D Infrastructure – a Bennelong Funds Management boutique

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will ‘add splendour to human civilisation’: […]

19 Jun 2017

Japan in motion: What does the future hold?

From Nikko AM

We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in 2012 will ever achieve its objective of moving Japan’s economy forward. We believe that Abenomics is working, however we feel that its success cannot be […]

22 May 2017

Japanese investors key to global real assets funding

From AMP Capital

Investors from Japan are primed to play a key funding role for global infrastructure and real estate, according to analysis from AMP Capital. With assets under management approaching ¥500 trillion (approximately US$4.4 trillion), the Japanese institutional investment environment is undergoing a transformation and represents a substantial source of capital for investment into real assets across […]

18 Apr 2017

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