The Chinese government is trying to encourage people to spend more by ensuring that share prices will rise, ordering pensions and mutual funds to invest more in domestic stocks to help jolt its languid markets out of the doldrums. Officials told reporters that beginning this year, mutual funds should increase holdings of onshore stocks, called […]
“There’s a new market regime in 2023,” said Justin Thomson, chief investment officer and head of international equity at T. Rowe Price, during the Canadian Investment Review’s 2023 Global Investment Conference. “It’s characterized by higher trend inflation, rates normalization, liquidity withdrawals, de-globalization and elevated volatility.” While he said he expects these conditions will encourage equity […]
In the wake of Russia’s invasion of Ukraine, institutional investors are increasingly factoring geopolitical risks into portfolio construction, according to John Bai, senior vice-president and chief investment officer at NEI Investments, during a 2023 economic outlook seminar hosted by the Canadian Pension and Benefits Institute on Wednesday. “All of a sudden, geopolitical risks went from […]
For all its dangers, there’s still considerable opportunity to be found in the Chinese investment space. At the 2021 Global Investment Conference, Anh Lu, portfolio manager for the Asia ex-Japan equity strategy at T. Rowe Price, said the trick to capitalizing on the opportunities in the world’s most populous country is to consider the long-term […]
With the repatriation of Canadians Michael Kovrig and Michael Spavor following their three-year incarceration in China, relations between Ottawa and Beijing are to be reset. As Foreign Minister Marc Garneau put it, Canada will now coexist, compete, co-operate and challenge China. To do this, Canada should start paying closer attention to the signals its pension […]
While the return of two Canadians imprisoned in China since 2018 may lead the Canadian government to rethink its relationship with the world’s most populous country, the Chinese market will remain open to Canadian institutional investors, says Jia Wang, interim director of the China Institute at the University of Alberta. “There is an opportunity for […]
Why it's time to rethink the role of China on the global stage.