22 h. ago Global investors shift from US stocks drawn by Asia’s AI boom, Fed policy: BoFA

Investors are looking beyond US equities for the first time in a decade amid a weakening US dollar and likely easing of US monetary policy, moving capital into Asia as they chase the artificial intelligence boom in the region, according to the head of global research at Bank of America (BofA). Ahead of the three-day BofA Securities Asia Pacific Conference starting on Monday, Candace Browning said that US equities had been exceptional from the first half of 2020 to the end of 2024, attracting...

Economics

3 d. ago Hong Kong IPO pipeline swells as Chinese tech listings lure global investors

More than 200 companies are awaiting approval for initial public offerings (IPOs) in Hong Kong, with about half coming from the technology sector, according to Hong Kong Exchanges and Clearing (HKEX) CEO Bonnie Chan Yiting. “Recently, many international long-term investors have actively participated in the IPO subscriptions of technology and innovation companies, reflecting strong global interest in China’s tech sector,” she said at HKEX’s Future Tech Summit on Friday. In the first eight months...

Economics

3 d. ago Venture firm Lanchi doubles down on Chinese AI, robotics start

Chinese venture capital firm Lanchi Ventures is doubling down on investing in China’s artificial intelligence and robotics start-ups while raising a new fund amid increased global investor appetite for the country’s early-stage tech firms, its executives said. Lanchi Ventures, formerly known as BlueRun Ventures China, would continue to be “all in” on AI and robotics, focusing on AI applications, multimodal AI models and firms targeting overseas markets, managing partner Jui Tan said in an...

Politics

9 d. ago China’s stock market outpaces global peers as local investors pile in

China’s stock market outpaces global peers as local investors pile in  Financial Times

Economics

9 d. ago Can China’s US$22 trillion savings and global investors propel markets higher?

In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets, Zhang Shidong and Yulu Ao look at the catalysts that could underpin the rally. Read part one here When Chinese stocks hit a 10-year high this week, Jian Shi Cortesi saw it as a sign that the rally could continue as overseas investors returned to the nation’s onshore and offshore equities, which are worth a combined US$20 trillion. The Switzerland-based investment director at GAM...

Economics

9 d. ago China’s retail investors armed with US$22 trillion are key to markets’ fortunes

In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets, Zhang Shidong and Yulu Ao look at the catalysts that could underpin the rally. Read part one here. When Chinese stocks hit a 10-year high this week, Jian Shi Cortesi saw it as a sign that the rally could continue as overseas investors returned to the nation’s onshore and offshore equities, which are worth a combined US$20 trillion. The Switzerland-based investment director at GAM...

Economics

1 week ago Watch Global Investors Renew Confidence in China, Says Tech PE Leader

Watch Global Investors Renew Confidence in China, Says Tech PE Leader  Bloomberg.com

Politics

1 week ago South Korean investors ride China’s tech wave with big stock buys in 2025

Since buying stock in China’s robotics firms over the last year – companies emerging as global industry leaders – David Choi, a South Korean investor in his early 30s, has been riding a wave of strong gains. He is not alone. Many South Korean investors have begun exploring positions in Chinese equities, particularly in rapidly growing arenas like tech. “Those who follow what’s going on in the tech industry already see how fast China has been developing on many fronts,” said Choi, who works in...

Economics

3 w. ago Global investors pivot to China’s US$25 trillion bond market amid de

Global investors’ search for alternatives to US-dollar assets is driving more capital into China’s domestic bond market, according to UBS. A new wave of increased allocations to the Chinese bond market had just begun and was expected to continue if the trend of de-dollarisation continued, said Raymond Gui, Asia head of fixed-income portfolio management in the Swiss bank’s asset-management arm. UBS launched its first yuan-denominated bond fund in 2018. Foreign investors, mostly institutional...

Economics