Alibaba

Geopolitics

Sovereign wealth funds will change digital economy: Winston Ma

The world's sovereign wealth funds are using their combined $30 trillion war chest to build in-house teams and become more active investors in infrastructure, communications and the tech sector. Multiple mandates are becoming the norm according to Winston Ma, with strategic development goals as important as investment returns.
Hedge Funds

Ways of investing in China: AIST Global Dialogue

Delegates at the recent AIST Global Dialogue tour heard of several ways that superannuation funds could invest in China’s amazing continued rate of growth. The value of Chinese equities has fallen from around 35 times earnings in 2007 to below 10 times earnings now. This is a clear buying opportunity for Stuart Rae, chief investment […]