China

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AP2 returns active Chinese equities back to quant

AP2, Sweden’s SEK 400 billion ($38.8 billion) buffer fund, recently divested its allocation to three Chinese asset managers overseeing an allocation to China A shares despite spending many years carefully building up the successful stock picking portfolio.

Sarah RundellApril 11, 2023

FIS Singapore 2023

Eyes on SE Asia, divergent views on China among global funds

Australia’s second-largest superannuation fund, the A$240 billion Australian Retirement Trust, will likely “do more, not less” investing in China, said the fund’s head of strategy, following significant internal debate over geopolitical developments and how they will impact the portfolio.

Ben HurleyMarch 29, 2023

FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

It is inaccurate to refer to rising US-China tension as a “new Cold War,” according to a former permanent secretary of Singapore’s Foreign Ministry, as both countries are “vital and irreplaceable components of a single system” with supply chains that are unprecedented in their density, complexity and scope.

Ben HurleyMarch 17, 2023

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

Speaking at Conexus Financial’s Fiduciary Investors’ Symposium held in Singapore, leaders from sovereign wealth funds in Singapore and Malaysia, along with United States pension giant CalSTRS, discussed how investors are viewing global macro risks and opportunities, and strategies they are considering to future-proof their portfolios.

Ben HurleyMarch 16, 2023

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

It is critical for stakeholders in all nations to find nuanced ways to navigate rising tension between the US and China, and not “surrender agency to the interests of great powers who are much more interested in a zero sum game of ascendancy,” argues Professor Danny Quah from NUS.

Ben HurleyMarch 15, 2023

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

Investors in China need to look beyond the top-down narratives coming from foreign countries and media to dig up the true story of what’s really happening in the market, argued Lirong Xu, the Shanghai-based chief investment officer of Franklin Templeton Sealand Fund Management.

Ben HurleyMarch 15, 2023

Featured Story

AP2 returns active Chinese equities back to quant

FIS Singapore 2023

Eyes on SE Asia, divergent views on China among global funds

FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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