Dinesh Hinduja Family Office’s Jai Rupani highlights geopolitical risk, AI acceleration and relevance-led manager access as critical forces shaping long-term strategy.
Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets and active strategies in Japan and Europe, while remaining cautious on the US dollar and inflation-sensitive assets.
This week saw two alleged Japanese government interventions to support the yen against the US dollar. AsianInvestor asked market specialists at what levels the Japanese currency could stabilise.
Exposure to renminbi assets is less than 15% for the fund dedicated to defending Hong Kong’s dollar peg. However, a fund executive cautions against missing out on a China rebound.
As central banks around the world hold record levels of reserves in Chinese renminbi, experts are split on whether the currency will be a rival to the US dollar.
As global uncertainties continue to brew, at AsianInvestor’s sixth Institutional Investment Forum China, CIC and CPIC reveal the biggest challenges they face.