China

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

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

Managing the rise of great power competition between the US and China, and not letting it “go off the rails,” is the epochal challenge of our day, according to former US National Security Council member Richard Falkenrath who is now head of geopolitics and chief security officer at Bridgewater Associates.

Ben HurleyMarch 14, 2023

Risk

Investors can’t afford to ignore China risk: Kotkin

A video interview with geopolitical expert Professor Stephen Kotkin looks at the investor implications of the Russia Ukraine conflict, the recalibration in the US China relationship and where the "real" geopolitical risk lies.

Amanda WhiteMarch 2, 2023

Emerging Markets

Asia still the epicentre of global growth, but with greater headwinds

Asia will remain the epicentre of global growth during 2023, but rising global headwinds will drive greater variation between markets, experts predict. Ben Hurley examines the outlook for the region ahead of the Fiduciary Investors Symposium in Singapore next month.

Ben HurleyFebruary 9, 2023

Featured Story

Impact of a slowing China, rising rates on portfolios: UniSuper CIO

John Pearce, chief investment officer of the A$115 billion UniSuper discusses his long-term view on China, inflation and the impact on the fund’s portfolio.

Sharon KlyneDecember 1, 2022

Risk

Kotkin talks transition, Ukraine war and western resilience

In a sweeping discussion at FIS Maastricht, Professor Stephen Kotkin argues that Ukraine still has a long fight ahead, China has learnt economic strangulation and diplomatic coercion are a better strategy than invasion in Taiwan - and the west must invest more in its financial systems, military alliances and society.

Sarah RundellNovember 15, 2022

FIS Singapore 2023

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

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

Risk

Investors can’t afford to ignore China risk: Kotkin

Emerging Markets

Asia still the epicentre of global growth, but with greater headwinds

Featured Story

Impact of a slowing China, rising rates on portfolios: UniSuper CIO

Risk

Kotkin talks transition, Ukraine war and western resilience

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