China – Benefits Canada.com

2021 GIC coverage: A look at China’s expanding opportunity set for institutional investors

Gideon Scanlon — Tue, 09 Nov 2021 11:58:47 +0000

For all its dangers, there’s still considerable opportunity to be found in the Chinese investment space. At the 2021 Global Investment Conference, Anh Lu, portfolio manager for the Asia ex-Japan equity strategy at T. Rowe Price, said the trick to capitalizing on the opportunities in the world’s most populous country is to consider the long-term […]

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Sounding board: Institutional investors making Canada’s approach to China unsustainable

Gideon Scanlon — Tue, 12 Oct 2021 13:00:41 +0000

With the repatriation of Canadians Michael Kovrig and Michael Spavor following their three-year incarceration in China, relations between Ottawa and Beijing are to be reset. As Foreign Minister Marc Garneau put it, Canada will now coexist, compete, co-operate and challenge China. To do this, Canada should start paying closer attention to the signals its pension […]

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Sino-Canadian relations face a slow recovery, but China remains warm to investors: expert

Gideon Scanlon — Tue, 05 Oct 2021 14:00:22 +0000

While the return of two Canadians imprisoned in China since 2018 may lead the Canadian government to rethink its relationship with the world’s most populous country, the Chinese market will remain open to Canadian institutional investors, says Jia Wang, interim director of the China Institute at the University of Alberta. “There is an opportunity for […]

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BCI, Chinese energy company clash over position on non-independent board members

Gideon Scanlon — Thu, 26 Aug 2021 15:30:03 +0000

The British Columbia Investment Management Corp. is once again voting against nine proposals supported by the board of China Gas Holdings Ltd., including the re-election of five corporate directors. During its recent annual general meeting, the Hong Kong-based energy company’s management team had requested that investors vote in favour of the re-election of board members […]

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BCI, CPPIB and OTPP investments tied to human rights abuses in China, finds watchdog

Gideon Scanlon — Mon, 21 Jun 2021 14:30:36 +0000

A report from the U.K.-based watchdog group Hong Kong Watch is criticizing three major Canadian pension funds for investing in Chinese businesses involved in human rights violations. The report says the Canadian Pension Plan Investment Board, the British Columbia Investment Management Corp. and the Ontario Teachers’ Pension Plan have invested more than $12 billion in companies reported […]

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CPPIB investing in Indian roads, French real estate credit

mdunne — Mon, 10 May 2021 19:00:08 +0000

The Canada Pension Plan Investment Board is boosting its interest in Indian infrastructure conglomerate IndInfravit Trust, after agreeing to pay $173 million for an additional 15.9 per cent of the toll road operator. The deal, which is scheduled for completion by the middle of May will take the CPPIB’s total stake in the investment trust to […]

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Biden and China: Building back better?

mschmit — Thu, 31 Dec 2020 07:21:37 +0000

Putting U.S.–China relations back on a constructive path will be one of the top foreign policy challenges facing the Biden administration in 2021. I expect an almost immediate, modest improvement in the relationship, because I expect Biden to abandon the current administration’s approach of treating the Chinese government as an enemy. Converting that into a […]

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A private markets perspective on the pandemic in 2020 and beyond

mschmit — Wed, 09 Dec 2020 10:29:59 +0000

What a difference a year makes. At this time in 2019, initial reports of a novel virus to be called COVID-19 were just beginning to come out of China, and the pandemic was still months from becoming front-page news around the world. Investors were busy instead planning for another regular year in 2020, setting return […]

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Institutional investors turning to equities, global markets in 2021

mschmit — Thu, 03 Dec 2020 05:12:32 +0000

Institutional investors are focusing on equities and global markets as the economic effects of the coronavirus pandemic continue in Canada, according to a webinar hosted by Franklin Templeton Investments Corp. on Tuesday. In the keynote address, Stephen Poloz, former governor of the Bank of Canada, said the pandemic is amplifying the economic effects of five pre-existing […]

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What will a Biden presidency mean for the economy going forward?

mschmit — Mon, 30 Nov 2020 08:25:02 +0000

The prospect of a Joe Biden presidency with a Republican-held senate is an ideal outcome for markets, said Charles Myers, founder and chairman of Signum Global Advisors, during the Canadian Investment Review’s Investment Innovation Conference in November. Speaking the morning after the election, Myers said Republicans’ expected continued control of the senate would have “very […]

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