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新交所指数推出中证新交所亚洲精选100指数系列
Sou Hu Wang· 2025-11-12 12:41
Group 1 - The Singapore Exchange (SGX) has launched the CSI SGX Asia Select 100 Index Series, expanding its benchmark index system focused on Asia, providing diversified exposure to the largest companies in the region [1] - The new index series tracks the performance of 100 large enterprises across Asian markets, including mainland China, Hong Kong, India, Indonesia, Japan, South Korea, and Singapore [1] - The index series consists of four underlying sub-indices, covering both developed and emerging Asian markets, and includes onshore Chinese stocks [1] Group 2 - Ng Yao Loong, head of equity at SGX, stated that global investors are increasingly seeking differentiated investment opportunities in Asian markets, and the new index series provides a transparent and rules-based framework [2] - The collaboration between SGX and CSI began in 2024, with the launch of the CSI SGX Asia Emerging Markets Technology Index, which has achieved an annualized price return of 28% since January 2024 [2]
dbg markets:美元疲软,KKR将重心转移到亚洲
Sou Hu Cai Jing· 2025-10-23 03:08
Group 1 - The core viewpoint is that KKR is shifting its investment focus towards Asia due to the weakening momentum of the US dollar and the ongoing fundamental advantages in Asian markets [1] Group 2 - Compared to over 20% alternative asset allocation in mature markets like Europe and the US, most Asian institutions have less than 10%, indicating significant room for growth [3] - The substantial household savings in Asia, particularly Japan's $14 trillion in household wealth, with half still held in cash, presents a capital source for investment as savers seek higher asset returns [3] - KKR's capital deployment speed in Japan has reached five times that of ten years ago, making Japan KKR's most active investment destination outside the US, accounting for 40% of its Asia-Pacific assets [3] Group 3 - India is identified as KKR's second-largest market in Asia, with a young population over 60% driving consumption potential and increased foreign investment in manufacturing due to global supply chain adjustments [4] - KKR is focusing on investments in India's toll roads, renewable energy, and digital infrastructure, with expectations to invest over $5 billion in these sectors over the next three years [4] - Despite a decline in China's share of private equity transactions in the Asia-Pacific region from over 50% in 2020 to 27% by 2024, KKR remains focused on the Chinese market, particularly in domestic consumption and value-added services [4]