What to consider if there is a U.S. China divestment mandate?
Multiple
pensions divested from China last year, but what would change if there were a divestment mandate in place?
China
Modi’s re-election makes India hotter
India
is expected to grow by +6.6% in FY24-25 and +6.4% in FY25-26. Public spending,
foreign investment and easing inflation will be tailwinds, suggests recent
reports.
University of California witnesses 12.2 percent returns for the fiscal year
The $98.6bn pension fund and
endowment’s maximum returns came from its investment in S&P 500 index
without tobacco or fossil fuels.
State of Maryland Retirement Fund Reduces Allocations to China and Private Equities
CIO
Andrew Palmer discusses his best performing asset class and how he invests in
the emerging markets space.
Texas Teachers Considers Hiking Public Equity and Lowering Private Equity Allocations
Mike
Simmons presented potential changes in the recent meeting, to be
considered by the board in September
APG, CBC JV Pens Development Site Acquisition in Shanghai
Life sciences venture to develop R&D,
manufacturing facilities in Qingpu by 2024.
UC Investments Seeks to Reduce China Holdings
CIO
Jagdeep Singh Bachher wants to ‘bring home’ capital after seeing China’s
actions during the pandemic.
China’s Country Garden Issues Profit Warning Amidst Property Sector Turmoil
Property giant warns of core net profit, net profit
attributable to shareholders plunge in H1 2022.
Economists Warn of U-Turn in China’s Recovery
ANZ says broad policy changes are required to avoid
another economic downturn in the third quarter.
Mortgage Boycotts Roil Debilitated Property Sector in China
State-backed developer, distressed debt asset manager to manage property bailout fund.