All Asia Pacific articles
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White papersChina policy: short-term lift or long-term change?
What are the principal measures that have been announced, and what is yet to come?
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White papersThe Stimulus Package
Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.
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VideoAPAC Private Credit
We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.
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White papersTechnology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
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White papersJapan Multifamily: Is Japan multifamily still attractive?
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
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PodcastNew Growth Ideas in Asia
Our portfolio managers share their key insights from recent research visits to Taiwan and South Korea. They also discuss new growth ideas in Asia in anticipation of U.S. interest rate cuts, persistent market weakness in China, and high valuations in India.
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Asset Manager NewsActis invests in world’s largest integrated renewables and energy storage project in the Philippines
Actis, a leading global investor in sustainable infrastructure, has agreed to enter a strategic partnership with Manila Electric Company (Meralco) and its subsidiary, Solar Philippines New Energy Corporation, to invest in the Terra Solar Project, poised to be the world’s largest integrated renewables and energy storage project.
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White papersGrowth of the East
The East’s economic power has been building for decades. Buoyed initially by Japan’s industrialization, the region was boosted further by the modernization of Hong Kong, Singapore, South Korea and Taiwan, alongside the rapid rise of China.
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PodcastLet the [Micro] Chips Fall Where They May
Financial markets across Asia have been making headlines in recent weeks. Ahead of the upcoming earnings calls for tech players such as Nvidia, we ask, what are the impacts of the Asia market on the US market?
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Asset Manager NewsActis JV with Mahindra Lifespaces, Ample Parks, launches and makes first acquisition
Actis, a leading global investor in sustainable infrastructure, and Mahindra Lifespaces, the real estate and infrastructure development arm of the Mahindra Group, have formally launched joint venture Ample Parks, an Indian industrial and logistics real estate developer and operator.
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Video4 Keys to Get China Back on Track
Andy Rothman shares his insights four reasons why he believes that President Xi will overcome his stubbornness and make the changes necessary to put China back on track to reach its potential growth rate.
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White papersAsia Private Equity: Riding the ‘Three Locomotives
Broadly diversified economies and a limited private equity presence appear to be enhancing regional opportunities for private capital. Private equity is enjoying increased attention in Asia, where global investors are looking for exposure offering diversification from more established U.S. and European markets. In the latest of our interview series on The Changing Asian Landscape, Kent Chen, Head of Asia Private Equity, describes some of the virtues of investing in the “three locomotives” of Japan, China and India, and how Neuberger Berman’s broad Asia platform has enhanced our efforts to provide investors effective access to these opportunities.
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BlogThe BoJ’s Leap of Faith on the Road to Normalisation
A hawkish Bank of Japan lifted its policy rate and announced quantitative tightening at its July 2024 meeting.
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VideoBeyond China: exploring Asia’s equity landscape
In this video, Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
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White papersAsia’s New Balance: High-Yield Market Offers More Diversity, Lower Risk
After a turbulent few years caused by the shakeout in China’s property sector, the Asia high-yield bond market has found a new equilibrium based on sound fundamentals, attractive valuations and strong returns. We think it’s time for investors to consider its growth potential and diversification benefits.
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Asset Manager NewsActis’ Southeast Asia Renewables Platform Levanta Makes First Thailand Investment With 139MWp Operating Solar Portfolio Acquisition
Levanta Renewables (“Levanta”), Actis’ (a leading sustainable infrastructure investor) renewable energy developer and independent power producer in Southeast Asia, has announced the acquisition of a 90% controlling shareholding in a 139.4MWp operating solar project portfolio in Thailand.
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White papersCan China continue its EV dominance?
2023 was a record year for electric vehicles (EVs): global sales neared 14 million, reaching 18% of all cars sold. To put things into perspective, over 250,000 EVs were sold every week in 2023, which was more than the number sold in a year just a decade ago.
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White papersAsia’s surge: The semiconductor ecosystem of tomorrow
The semiconductor industry plays an integral role in driving technological innovation and economic growth, particularly in Asia, according to Franklin Templeton’s Marcus Weyerer. Read more about the key players and emerging contributors in the region.
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White papersReal Estate Outlook – APAC, Edition May 2024: Easing into a recovery cycle
APAC macro performance has been resilient in recent quarters despite much tighter monetary conditions. Since December 2023, Oxford Economics has upgraded its 2024 growth forecasts twice and the positive revision was broad-based across most countries.
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
