China

FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

It is inaccurate to refer to rising US-China tension as a “new Cold War,” according to a former permanent secretary of Singapore’s Foreign Ministry, as both countries are “vital and irreplaceable components of a single system” with supply chains that are unprecedented in their density, complexity and scope.

Ben HurleyMarch 17, 2023

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

Speaking at Conexus Financial’s Fiduciary Investors’ Symposium held in Singapore, leaders from sovereign wealth funds in Singapore and Malaysia, along with United States pension giant CalSTRS, discussed how investors are viewing global macro risks and opportunities, and strategies they are considering to future-proof their portfolios.

Ben HurleyMarch 16, 2023

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

It is critical for stakeholders in all nations to find nuanced ways to navigate rising tension between the US and China, and not “surrender agency to the interests of great powers who are much more interested in a zero sum game of ascendancy,” argues Professor Danny Quah from NUS.

Ben HurleyMarch 15, 2023

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

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FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

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

California State Teachers Retirement System (CalSTRS)

PGGM / PFZW

Healthcare of Ontario Pension Plan (HOOPP)

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