Tag: china

China’s massive reservoir of savings is looking for a way out, cementing Hong Kong’s position as the essential bridge for a new generation of global investors.

Artificial intelligence (AI) is redefining global equity markets, with the US and China at the centre of a multi-decade innovation cycle. For private wealth allocators, capturing this opportunity requires more than thematic exposure – it demands deep sector expertise, high-conviction positioning and a disciplined, research-led process, explains Wan Chengshui of Global Value Chain Investment Corporation (GVC).

William Chow sees a wave of new listings marking a turning point for China, just as shifting global risks demand a more dynamic investment playbook.

Moving past the old "copycat" label, Felix Brill says China’s tech breakthrough is forcing a global rethink on the market, while a rising interest in longevity is reshaping wealth strategies across Asia.

Beyond the AI hype, Prashant Bhayani finds a long-term structural story in Asia’s overlooked healthcare sector, driven by irreversible demographic shifts.

The private bank says Beijing’s reluctance to launch massive stimulus is actually good news for the country's tech sector. Here is why.

Singapore-based investment managers are positioning China and Japan as their top Asian equity plays for 2026, favouring valuation-driven stock selection and income strategies as geopolitical risks reshape portfolios.

LGT Private Banking says investors entering 2026 face a regime shift where AI infrastructure bottlenecks, digital-asset volatility, and Asia’s uneven recovery demand more agile diversification.

Lombard Odier is pivoting its 2026 strategy toward an emerging markets revival and defensive "quality" assets to navigate a landscape of elevated valuations and shifting global growth.

Recent Chinese policies lift artificial intelligence (AI) and platform equities, while bond issuance boosts fixed income opportunities, says Bank of Singapore.