Emerging market equities have fallen for most of 2022. But an improving regulatory outlook in China and Russia’s removal from major benchmark indices are reattracting investor attention, suggesting that any early optimism may have been delayed, not derailed.
Green infrastructure developments could provide new stimulus to China’s slowing economy in the second half of 2022, but investors are also keeping an eye out for policy support.
Interest to invest in China’s decarbonisation is aplenty — but foreign asset owners are waiting for the country to drop its Covid Zero policies first, before assessing these opportunities.
Moves to localise trade and end freedom of movement are threats — but also opportunities, say investors based in the SAR.
Despite a dramatic slowdown in Hong Kong's public listings since the start of 2022, what are the prospects for a revival in the city’s share sales in the second half, especially if various economic and geopolitical pressures ease?
After facing strong selling pressures at the beginning of the year, Chinese stocks have started to rally in the past weeks, but how long will this reversal last and should institutional investors be jumping back in?
Creditors including those based in China are likely to take a haircut from Sri Lanka’s debt restructuring.
Auditor resignations plus delayed financial results are bad news for Hong Kong-listed developers.
Australia's super fund industry looks set to consolidate further as small funds are under continued pressure to perform or amalgamate.
ETFs tracking technology themes received the largest share of fund flows over 2021, as China takes third place in thematic fund market size behind Europe and the US.
The chair of the National Council for Social Security Fund of China said the fund must grasp investment opportunities in technology; Australian institutional investors commit $38 billion to UK's green energy transition; Hang Seng Investment Management takes over management of Hong Kong's largest exchange-traded fund from State Street Global Advisors; and more.
While insurers have gravitated towards alternative assets in search of yield and diversification, China Life increased allocation to government bonds.