Foreign investors are waiting for a clearer read on China’s macro and regulatory environment as well as its recovery path before re-entering its public and private markets.
The first six months of 2023 was eventful for asset owners. Bonds became the asset class of choice, gold came back on asset owners' radars, and family offices were the target of incentives from both Singapore and Hong Kong.
China’s shift in both Covid-19 and economic policies, including direction laid out in the December Central Economic Work Conference, has set the stage for investors as the country reopens.
Fund managers are shifting from underweight to neutral on Chinese equities in their global portfolio as China gradually reopens.
An improved macro environment is set to provide a leg up for Hong Kong’s beleaguered IPO market to help it remain one of the top three fundraising destinations in 2023.
China is easing its Covid-19 restrictions rapidly. Industry experts weigh in on the opportunities and risks for investors as the world's second-largest economy gradually reopens.