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China is experiencing exponential growth in cleantech investment, with the background of 2060 carbon neutral commitment. 7 May 2021 Since the beginning of 2020, there has been USD 25 billion in Chinese cleantech venture deals, USD 10 billion of which happened just in Q1 this year. China is experiencing exponential growth in cleantech investment, with the background of 2060 carbon neutral commitment. Two out of three Chinese cleantech deals in Q1 2021 are in the transportation and logistics sector, particularly electrical cars and related facilities. This sector has also seen very active exporting [...]

China leaves only 30 years to drop the emission from peak to zero while for most developed economies it would be 40-60 years. This means much more dramatic changes in policy and technology adoption. 27 April 2021 In Sept 2020, China made a commitment for 2030 carbon peak and 2060 carbon neutrality (Net Zero). This may seem at first glance not that significant compared with countries such as France, Germany, or the UK who pledged net-zero at 2050, but actually, it is even more. As of 2019, China as a country produces the [...]

2020 has been a challenging year and finally, we are approaching the end of it. Would the year 2021 see a strong global recovery? For global investors, which regional markets and asset classes to look to, and what risks to be prepared for?  23 December 2020 ATC Initiative interviewed Robert Parker, Chairman of the Asset Management and Investors Council, International Capital Market Association, who shared his views on these critical questions that guide investors’ investment decision making in the new year. "We have seen clear evidence recently the interdependence between [...]

Digital technology and medical care are two interesting investment themes in China. Medical informatization, the area that can combine digital technology and medical care is attracting investors’ attention. 3 December 2020 Medical informatization construction, as a combination of digital technology and medical care, shows increasing importance due to the outbreak of COVID-19. What is the development of medical informatization in China? What kind of opportunities can medical informatization bring? Yang Liu, Chief Analyst, Head of TMT Department & Executing Director of SWS research, and Yizhen Hong, TMT Senior Analyst of SWS Research, shared [...]

On 25 Nov 2020, ATC Initiative co-organized “Allocating to Chinese Alternatives – Offshore and Onshore Options” Webinar with Standards Board for Alternative Investments (SBAI).  1 December 2020 In this 3rd ATC-SBAI joint annual event, we are pleased to see leading investors, managers and other key market players together to discuss the latest development in China alternative investment sector, with a focus on changing regulatory environment including the new QFII rules and the opportunities and challenges for foreign investors looking to allocate in China. A few key findings at the event: Leading global allocators [...]

The highly expected new QFII regulation came into effect on 1st November 2020. What kind of investors and managers can benefit most from this significant policy change? 11 November 2020 The new Qualified Foreign Institutional Investor (“QFII”) regime came into effect on 1st November 2020. The 18-year-old China capital market access scheme now has a quite different appearance that deserves attention from global investors. What are the most significant changes in the regulation? Depending on what kind of investor/manager you are, the answer may vary. But three aspects are very noticeable: by lowering [...]

It is a challenging time for global real estate market, but the green shoot has been found in Chinese real estate sector, as China has been successful in containing the COVID-19, and led the world in terms of economic recovery, Haoran Wu of Nuveen shared her observations on global and Chinese real estate market during the pandemic. 15 September 2020 It is not surprising that now is a very challenging time for the global real estate market because of the outbreak of COVID-19. Given the heightening uncertainty, property transaction has been rather depressed [...]

Coal Pension Trustees, one of the largest pension schemes in the UK, has been a pioneer in China capital market investment. Mark Walker, Chief Investment Officer of Coal Pension Trustees, talked about their ESG policy in China manager selection. 6 July 2020 Coal Pension Trustees, with an invested asset value of GBP 20 billion, is one of the largest pension schemes in the UK. Despite the pensioners were supported by fossil fuel industries in the past, ESG is getting higher and higher up the agenda, especially climate change and employee rights. Coal Pension Trustees has been a [...]