When will China land?

Many western investors have a binary view on China’s economy, causing a rollercoaster in- and outflows of capital. In a world where political is present everywhere, not least in developed economies, investors should look beyond the headlines to the opportunities arising from the development of China’s new consumer-driven economy and financial markets. Staying away from the world’s second largest economy and stock market is an active position, indeed.

Links
Link to a post on China

AIC panel debate on SWFs in turbulent times

Dag Dyrdal is attending the Credit Suisse Asian Investment Conference (AIC) this year in Hong Kong, on a panel with representatives from CPP and QIA, discussing how pension funds and sovereign wealth funds deal with times of high market volatility.

Links
Link to AIC Conference agenda

SWF Forum’s annual meeting demonstrates ambitions

The International Forum of Sovereign Wealth Funds (IFSWF) arranged their seventh annual meeting in Milan in September. The conference agenda, new board members and a well-functioning secretariat underpin the ambitions of developing the forum to become highly relevant and important for its members.

Links
Link to Conference highlights

Norway’s Oil Fund as a Political Activist

The last year has seen an increasing political willingness to use the Oil Fund as an active tool for different agendas. Politicians need to remind themselves of the fund’s own objectives and protect it against themselves, writes Dag Dyrdal in a commentary in Dagens Naeringsliv on May 27, 2015.

Linker/Links
Link to newspaper article

Dokumenter/Documents
A translated copy of the commentary

Dag Dyrdal joins SWF Institute’s Advisory Board

Linker/Links
SWFI Press release

Accountable States – What is the Debt Level in the Eurozone?

Is Greece’s debt 170 per cent of GDP or below 100 per cent? The default risk for countries will become more evident if a common, international accounting standard was introduced for governments, writes Dag Dyrdal in a commentary in Dagens Naeringsliv on May 7, 2014.

Linker/Links
Link to newspaper article

Dokumenter/Documents
A translated copy of the commentary