Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.
The new limits are aimed at stretching retirement resources to support the increasingly aged population.
State and federal legislation aims to prohibit public funds from investing in the country.
In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
Other emerging market nations, such as Taiwan and India, are compensating for weakness in the Chinese market.
Ex-president says the globe’s largest semiconductor maker should pay the U.S. for protection against China.
For 3 of the asset manager’s top strategists, the notable exception is Tesla.
A lack of capital spending in mining such ‘transition metals’ as copper, nickel and lithium is linked to chaotic prices, the research firm says.
Whether seeking diversification or value in active equities, several countries in the region may be attractive for years to come.