Equities

The main Chinese tech index has lagged its global peers, but a valuation re-rating may be near, says a senior manager at China AMC.

Wealth portfolios are expanding gold positions and targeting emerging market tech supply chains as managers seek returns uncorrelated to US markets amid sustained dollar weakness.

The incoming CIO joins the UK firm as it integrates several new teams and assets following a series of acquisitions.

The DeepSeek shock has brought global capital back to Chinese tech, but UBS' Eva Lee warns that 2026 will be the real test for firms to turn AI buzz into actual profits.

Investors are beginning to rotate out of South Korea and Taiwan's high-flying tech markets, pivoting toward Hong Kong-listed Chinese tech firms as they anticipate a new wave of artificial intelligence catalysts.

Firm hires veteran trader Steven McCole to lead new multi-asset desk supporting Asia-Pacific execution capabilities.

LGT Private Banking says investors entering 2026 face a regime shift where AI infrastructure bottlenecks, digital-asset volatility, and Asia’s uneven recovery demand more agile diversification.

An income approach fund under Singapore’s equity market development programme

MetLife Investment Management has completed its acquisition of PineBridge Investments

In a wide-ranging discussion, Hsiao Ching, head of investor solutions for private wealth at Seviora Group, highlights how Asia’s ultra-wealthy are adapting portfolios to slower exits, generational change, and evolving private bank roles.

Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.

Boman Group's evolution—from a niche wealth manager for new immigrants to a cross-border investment facilitator—reflects the broader journey of Chinese capital itself.