Chinese markets – Benefits Canada.com

2023 GIC coverage: New market regime shining on international equities

Gideon Scanlon — Tue, 06 Jun 2023 11:56:39 +0000

“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 […]

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Institutional investors considering geopolitical risk, inflation in portfolio construction

Sadie Janes — Fri, 27 Jan 2023 14:00:54 +0000

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 […]

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2021 GIC coverage: A look at China’s expanding opportunity set for institutional investors

Gideon Scanlon — Tue, 09 Nov 2021 11:58:47 +0000

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 […]

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Sounding board: Institutional investors making Canada’s approach to China unsustainable

Gideon Scanlon — Tue, 12 Oct 2021 13:00:41 +0000

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 […]

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Sino-Canadian relations face a slow recovery, but China remains warm to investors: expert

Gideon Scanlon — Tue, 05 Oct 2021 14:00:22 +0000

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 […]

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Asia In An Age of Confrontation

mschmit — Thu, 27 Jul 2017 06:48:10 +0000

Why it's time to rethink the role of China on the global stage.

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