Tag : china

Ping An Group's 5.8% investment return in 2024 outperformed its decade average, with the insurer strategically positioning its $790 billion portfolio toward Chinese state-owned banks and emerging technologies while expanding its equity market participation.

Despite Trump's return to office and compressed global valuations, China's innovative healthcare market presents strategic potential for foreign investors willing to navigate regulatory complexities and sector-specific challenges.

China has lowered the threshold for foreign fund managers to enter its booming pension market, but the opportunity is not easy to grasp.

Beijing's 2025 Two Sessions unveiled a 5% GDP growth target amid economic headwinds, emphasising technological transformation, private sector revival and environmental commitments as asset managers weigh investment implications.

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.

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.