Ping An Insurance's investment chief expects two US rate cuts this year, allowing China to follow suit — coupled with more fiscal stimulus on property and domestic consumption.
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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.
The interest of Indian institutional investors in local stocks faces a potential surge in new equity issuance, as the government looks to offload excess stakes in state-owned companies.
China kept its 6.5% GDP growth target and stressed quality over speedy growth. The move could curb investment returns in the short term, but better ensure long-term stability.
Investors says they are looking for key areas of focus, including the new leadership's composition, capital controls, property and state-owned enterprise reforms.
China’s revamped leadership team will likely emphasise stability at the Party Congress next week, but watch out for hints of further state sector reform.
The country's planned sovereign fund is seen as a way to channel investment more efficiently and make local SOEs more efficient, but foreign asset managers could lose business to local players.
AsianInvestor has answered 10 key questions for investors in the Year of the Monkey. Here we consider whether China will introduce meaningful reform of its state-owned enterprises.
Antam, an Indonesian mining company with a reputation for good corporate governance has just reported strong earnings.
