David Whitehouse

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Asia: Sri Lanka default puts China’s Belt and Road Initiative under scrutiny

The scale of debts involved in China’s major economic plan remains manageable – but at least one investor claims it is doomed to fail...

Emerging markets: China’s zero-Covid policy pushes India to top of emerging-markets wish lists

Investors say China’s zero-Covid 19 policy and sluggish growth prospects leave India as the standout Asian emerging market, but is mean reversion likely? David...

ESG: Soros-backed Aristata fund aims to turn ESG litigation into profitable investment

ESG-related litigation funds offer “decent” returns and a positive reputational impact from taking part in cases that generate widespread interest, reports David Whitehouse. Aristata Capital, whose investment...

Africa: Following Morocco’s renewables lead

Morocco’s large-scale renewable energy projects are a blueprint for Africa and the Middle East, but difficult challenges lie ahead. David Whitehouse reports. Morocco’s industrial strategy,...

ESG: Into the woods

A new initiative from Denmark could pave the way for European pension funds to become more involved in forest management – But, as indigenous...

Endowments: Graduating to crypto and frontier EMs

David Whitehouse reports on how endowments are venturing into cryptocurrencies as they seek to match Yale’s track record. Endowment funds aiming to repeat the kind...

Gold and ESG: UAE gold audits improve prospects for ethical investment

Mandatory auditing of gold refineries in the UAE has sparked a conversation about whether gold investment can be eligible for ESG strategies, writes David...

China: Evergrande problems bode well for fund managers

Letting property developer Evergrande fail is a positive signal for Chinese equities and foreign funds. It could also see more Chinese investors look overseas,...

Clearing & settlement: Uncertainty remains after EU postpones CSDR mandatory buy-ins

The industry may have been “delighted” by the recent postponement of new settlement rules, but it still has to get to grips with the...

China’s tech crackdown and ideology-proof investing

Fund managers have had to react to regulatory measures aimed at sectors such as tech, gaming and tutoring. David Whitehouse reports. In recent times, China...

Will the EU’s CSDR failed-trade buy-in provisions be delayed?

The implementation of compulsory buy-in provisions in the European Union as a remedy for failed trades, set for February 1, is likely to be...

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