China and Hong Kong regulators recently rolled out a number of reforms to speed up market integration, which is prompting investors to rethink allocations.
Institutional investors are narrowing their China focus on domestic semiconductors and industrial policy plays, while rising geopolitical and currency risks fuel a broader "home-shoring" trend across Asia.
APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.
China Investment Corporation appoints executive vice president; Aware Super announces leadership reshuffle, names group CRO; Capital Group expands Hong Kong office with key appointments; and more.
China’s reorientation of exports is reshaping global trade dynamics, intensifying competition for ASEAN manufacturers while exposing structural weaknesses in Europe and deepening commodity dependence in Latin America.
Abu Dhabi SWF Mubadala names exec director of infrastructure; China appoints ex-PICC chair as regulator's committee chief; IFM Investors hires head of real estate; and more.