Chinese insurers' new gold investment pilot program marks a significant shift in institutional asset allocation, signaling evolving global investment strategies and growing interest in precious metals as a portfolio stabiliser.
Tag : china
Despite Beijing's high-level outreach to tech leaders and market rallies, global investors await stronger policy signals from the world's second-largest economy in the face of property sector concerns and geopolitical tensions
Leading investors increase regional property allocations amid shifting market dynamics, with selective opportunities emerging in developed markets.
China's DeepSeek has disrupted AI with cost-effective models, yet experts highlight greater investment potential in the US, citing hardware restrictions and innovation challenges in China.
Foreign investors adhering to international ESG standards must navigate a complex landscape in China, where implementation of such practices requires patience and sustained engagement with local corporations.
While watching market developments, investors are eyeing inference-focused companies as AI infrastructure spending comes under scrutiny.
As China implements market-friendly policies and technological advancement initiatives, international investors are showing fresh appetite for the world's second-largest economy.
The People's Bank of China continues its bullion buying spree despite record-high gold prices, while new regulations open the door for insurers to enter the market. Asset managers weigh in on the strategic implications.
As a result of US-China trade tensions and a potentially weaker yuan, focusing on domestic revenue-generating companies may provide better resilience in the current market environment, according to asset managers.
As markets grapple with President Trump's trade policy actions, experts predict additional tariffs on Chinese imports and potential trade announcements targeting China, Europe, and Japan.
There are unexplored opportunities in China's lower-tier cities for private equity investors despite a challenging fundraising environment.
While Chinese companies leading technology innovation, green development, industrial upgrades, and consumer recovery are likely to gain interest from institutional investors, the threat of US tariffs and a lack of large-scale easing and structural reforms in China could dampen sentiment.
