16th September, 2021
Indian public equities are firm favorites over Chinese A-Shares among sovereign investors, although there is a wide difference with the Abu Dhabi Investment Authority (ADIA) increasing its Chinese holdings and Singapore’s GIC’s firmly preferring India, according to the latest research by Global SWF.
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1st September, 2021
Temasek is establishing a suite of its own in-house startups that are bolstering Singapore’s tech ecosystem and point to a new strategy that will be keenly studied by other state-owned investors (SOIs).
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27th August, 2021
Recent annual returns by state-owned investors have demonstrated that the rally in public equities has boosted portfolios, but long-term returns suggest private markets generate stronger yield.
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16th August, 2021
The US public equities strategies of Public Investment Fund (PIF) and Temasek diverged in Q221, with the Saudi fund making only one change in its stockholdings while the Singaporean state-owned investor ramped up exposures to financial services and retail & consumer sectors.
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4th August, 2021
With the drive towards net zero, the logical way asset owners can reduce the carbon intensity of their portfolios is to simply cut out exposure to fossil fuels. It is an easy and quick way to prove sustainability, but selling assets to third parties simply reduces the asset owner’s carbon emissions with little impact on climate change.
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3rd August, 2021
China’s crackdown on consumer technology companies is having a chilling effect on the country’s attractiveness to venture capital, but although Temasek appears to have the most to lose it is continuing to plough millions into Chinese startups.
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30th July, 2021
Earlier this month, food delivery company Zomato went ahead with its planned IPO in the Bombay Stock Exchange, becoming India’s biggest offering of the year so far. The process was oversubscribed 10.7 times, and the company raised US$ 564 million from 186 anchor investors including ADIA, CPP, GIC and OMERS.
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27th July, 2021
Four leading state-owned investors have thrown their weight behind the Brookfield Global Transition Fund to invest in clean energy and bolster the Paris climate commitment of net zero by 2050.
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13th July, 2021
Temasek’s eyewatering 24.5% one-year return in FY2020/21 came on the back of record investment of S$49 billion (up 50%) with divestment pushing S$39 billion. Global SWF takes a deep dive into its strategy and performance and scrutinizes its transaction activity over recent years.
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1st July, 2021
Sub-Saharan Africa is the final frontier for state-owned investors (SOIs), offering potential large rewards – but also significant challenges. For patient investors capable of honing in on good deals, the region offers significant long-term returns that could generate big yields.
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29th June, 2021
The island nation’s state-owned investor Temasek is ensuring it remains ahead of the pack in the tech revolution by pouring venture capital into promising domestic start-ups. The island nation’s state-owned investor Temasek is ensuring it remains ahead of the pack in the tech revolution by pouring venture capital into promising domestic start-ups.
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23rd June, 2021
Sovereign wealth funds ramped up investment in their local economies in response to the impact of the Covid-19 pandemic, Global SWF research has found.
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