The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.
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The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
The National Social Security Fund added $17.8 billion in Chinese equities last year across the consumer and healthcare, real estate, automotive, industrial, resource, and infrastructure sectors.
The Chinese life insurer's investment chief is positive about the long-term stock performance of Chinese state-owned enterprises under a 'valuation system with Chinese characteristics'.
Fund managers are shifting from underweight to neutral on Chinese equities in their global portfolio as China gradually reopens.
While insurers have gravitated towards alternative assets in search of yield and diversification, China Life increased allocation to government bonds.
Following a dismal 2021 performance, Chinese equities have rallied so far this year, as investors begin moving into sectors that were previously untouchable due to an uncertain regulatory outlook.
Investable Hong Kong and Chinese equities in the city’s $54 billion MPF mixed asset funds will more than triple to 1,060.
Select names in the internet, domestic consumption, tourism, and digital marketing sectors should show decent performances, while the overall market sentiment is expected to pick up after the first quarter.
The value of Chinese stocks listed in the US fell by a trillion dollars after Didi’s delisting news, signaling a bearish sentiment, but some investors eye opportunities.
China’s tightening of fintech regulations has dealt a blow to companies such as Alibaba and Tencent. With a slew of IPOs coming in Hong Kong, investors assess tech stock valuations.
Some estimates put potential US redemptions from investments in Chinese equities at up to $400 billion if the Biden administration were to ramp up legal sanctions.
