All Asia Pacific articles
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White papersOut of the Shadows: The rise of emerging Asia
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
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Research Report
Water report: Rising risks in South Asia
In the World Economic Forum’s (WEF’s) “The Global Risks Report 2021,”1 water crisis risk was again featured in the top-five global risks by impact, making the list for the eighth year in a row (Figure 1).
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White papers
Currencies: an additional source of return
Superior growth, low inflation and cheap currencies. These are some of the defining characteristics of emerging Asian economies. They are also the reasons why investors should consider increasing their exposure to the region.
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White papers
The future of the financial sector: The analyst view
Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive.
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White papers
Emerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
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White papers
No Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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White papers
China’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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White papers
China Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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White papers
China Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
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Video
Is Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papers
The impact of China’s lending on Emerging Market Debt
The increasing prominence of China as a financier of developing nations has changed the landscape of emerging market debt investing.
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White papers
Three Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.
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White papers
Community Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world and
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Asset Manager News
A thematic approach to investing, providing resilience and growth
Recently, Reno Sio, Institutional Real Estate, Inc’s managing director, Asia Pacific, spoke with Jyoti Ramchandani, managing director and SCORE+ fund manager of SC Capital Partners, based in Singapore. Following is an excerpt of that conversation.
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White papers
Blog | A deeper dive into Indian bonds
Despite the tragic impact of COVID-19 on India in recent months, the country “remains a potential target of global investors with long-term horizons.
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Asset Manager News
GLP Lists Landmark $910 Million Chinese Real Estate Investment Trust
GLP C-REIT is the first logistics C-REIT listed on the Shanghai Stock Exchange
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White papers
Real Estate Outlook – APAC, Edition 2 2021 - Moving sideways
Asia’s growth prospects have been largely based on the resumption of global demand. The key downside risk remains the rate of inoculation vis-à-vis sporadic infection waves.
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White papers
Key issues for Japan’s 2021 voting season
As we enter peak voting season for Japanese companies, engager Sachi Suzuki explores two key issues where Japan has been a notable laggard – gender diversity and climate change.
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White papers
Blog | China’s WGBI entry will confirm its arrival as a global market
China’s arrival in global indexes changes the nature of the asset allocation decision for global investors benchmarked against them. Investors may now need reasons to justify not investing strategically in Chinese government bonds, rather than a justification for doing so tactically when they were not included in benchmark indexes.
