China's National People's Congress (NPC) meeting last week failed to deliver the immediate fiscal stimulus that investors were expecting. So will such measures be forthcoming over the next 12 months?
China
Property market sentiment globally is starting to pick up, but China and Japan assets may take longer to see inflows recover, says Louise Kavanagh, Nuveen’s Asia-Pacific real estate chief.
While China faces renewed pressure under a second Trump term in the White House, structural growth drivers and attractive valuations across Asia may present opportunities.
Qi Bin set to join central government's liaison office in HK; Malaysia seeks local and foreign family offices; HESTA places mining company on watchlist; HKMA inks partnership with AIIB, others for climate investments; and more.
Third-quarter flows nearly doubled compared to a year earlier, driven by a near-tripling of cross-border allocations, with Japan remaining the top choice for investors.
The life insurer is the latest addition to companies to commit to the science-based targets initiative (SBTi) in Hong Kong, a standard that guides companies to set their emission reduction targets.
Efforts to jointly anchoring the investment fund represent another sign of the growing relationship between the Middle East and Hong Kong.
Institutional investors plan to raise their allocations to equities and private markets to capture opportunities even as they anticipate short-term noise around the US elections, a recent survey noted.
Trump administration may lead to slower global growth, says Temasek CIO; CPP Investments, GIC in talks to develop continuation fund; INA, APG, ADIA invest in Indonesian toll roads; Dai-Ichi Life Insurance invests in ADB's biodiversity bond; and more.
He will take a regional role with the Canadian life insurer after six years overseeing investments at large Chinese insurers.
As markets await both the US election and China's National People's Congress meeting, analysts and investment managers assess the potential impact on Chinese policies and stocks.
US insurance giant eyes PineBridge acquisition outside China; Aware Super commits $1.3 billion to UK real estate; Taiwan's Private School Fund awards global advisory mandate; AIA gets nod for two new China branches; and more.
