Investors warm towards India despite ‘nosebleed valuations’

Vinay Agarwal. Photo: Jack Smith

Director of FSSA Investment Managers Vinay Agarwal
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Why the future of humanity lies in Asia 

Why the future of humanity lies in Asia 

Global strategy advisor and economist Parag Khanna said Asians’ movements around the world and their increasingly deep intra-region relationships will have massive geopolitical and workforce impacts on global markets. 

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Success in Asia will be by choice, not by chance

Asia is an attractive region for investment by institutional asset owners, but economic prosperity and wealth won't be created by chance. The Fiduciary Investors Symposium has heard that it will be the result of a series of careful, deliberate policy choices.

Recasting emissions abatement as expensive rather than hard 

When it comes to figuring out how a company will get to net zero and how their transition will be financed, more investors are making a distinction between emissions that are hard to abate, and emissions that are expensive to abate.

Looking backwards a poor way to assess Asia’s future

The specific drivers of growth of Asian economies means a traditional view of asset allocation is not necessarily the best way to approach investing in the region, the 2024 Top100funds.com Fiduciary Investors Symposium in Singapore has heard.

Further Chinese equity market declines ‘unlikely’: Pictet chief economist

Despite China’s recent equity woes, Pictet’s Geneva-based chief economist Patrick Zweifel remains bullish on the outlook for the country, telling the Top1000funds.com Fiduciary Investors Symposium in Singapore that stabilization of macro factors and “promising cyclical developments” will breathe life into the market of world’s second-largest economy.

Korea Investment Corporation focuses on alternatives push

KIC is looking to boost its alternatives allocation - particularly private credit - both directly and through managers. Influenced by what it sees as an unfolding AI-led industrial revolution it is looking for opportunities in fast-developing sectors including AI, semiconductors and healthcare, and has opened an office in Mumbai.

Investors trying to change the world: Why climate investing is so difficult

Asset owners are preparing their portfolios for the climate transition, reducing holdings in companies with high emissions and pledging billions to climate investments. But climate proofing portfolios is proving one of the most arduous and complex challenges investors have ever faced. Top1000funds.com takes a close look at the progress.