All Asia Pacific articles
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VideoBuilt to Serve the Unique Needs of Insurance Companies
Barings, a subsidiary of MassMutual, is built to serve the unique needs of insurance companies. Our team of specialists develops customized solutions, leveraging the firm’s deep insurance experience across public and private asset classes.
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White papersThe new dividend playbook: How tech giants and Asian markets are redefining the payout play
Dividend investing norms are being reshaped as tech giants begin issuing dividends and Asia prioritises shareholder returns. This shift combines growth with income, enhancing the attractiveness of dividend strategies across diverse sectors and regions. We analyse these pivotal changes in the evolving dividend playbook.
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White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
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White papersDemographics will shape future growth potential
Three trends that will shape the macro-financial landscape
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Asset Manager NewsActis closes US$600 million MTerra Solar investment with Meralco PowerGEN (MGEN) unit MGreen
Actis announces the closing of the acquisition of a stake in Terra Solar Philippines, Inc. (“MTerra Solar”), with MGEN Renewable Energy, Inc. (MGreen), through its subsidiary SP New Energy Corporation (“SPNEC”).
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White papersMacro brief: Growing risks to India’s demographic dividend
Ongoing talk of India’s demographic dividend is easy to understand: the country recently overtook China as the world’s most populous country and over the next 20 to 25 years, is set to become the largest contributor to the global working age cohort.
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People NewsActis Appoints Rahul Agrawal to Partner
Rahul brings nearly 20 years of experience to his role, leading the origination and execution of energy infrastructure investments for Actis initially in India and later in Southeast Asia (“SEA”).
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White papersLocked ‘n’ loaded and ready to fire: first take on China’s National People’s Congress (NPC)
Premier Li Qiang kicked off the annual meetings of the National People’s Congress (NPC) with the government’s Work Report, marking the nation’s biggest political event of the year. Besides a busy calendar of political decision-making, the NPC is also closely watched by markets as Beijing sets the course for the economy and macro policies for the remainder of 2025.
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White papersForget the Magnificent 7: Meet China’s Terrific 10
China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.
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White papersChina’s ‘Sputnik moment’
China’s tech sector is surging, fuelling a broader market rally that has grabbed investor attention. With top Chinese companies taking a lead in innovation, the country is gaining influence in cutting-edge industries like AI. Can it sustain the momentum?
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White papersChina market terminology explained
Chinese companies that are incorporated and listed in the People’s Republic of China (PRC) generally issue A-, Band H-share classes. Depending on where they are listed, these Renminbi (RMB)-denominated shares may trade in different currencies.
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White papersStructural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets. The Association of Southeast Asian Nations (ASEAN) is a unique investment region that primarily offers investors exposure to southeast Asian markets including Singapore, Indonesia, Malaysia, Thailand, Philippines and Vietnam. There are a number of constructive megatrends that are driving ASEAN’s longer-term growth, which we believe are critical to the future of global supply chains—and are shaping attractive growth opportunities.
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White papersAsia credit market on the recovery path
Key factors driving the Asia credit market’s resurgence and our promising outlook for 2025
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines shares his insights on the Asia ex-Japan region, focusing on South Korea’s political crisis, the obstacles to reform, and his current view on China. It’s a must-watch for those looking to understand the region’s investment potential.
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White papersThe Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
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White papersFocus on China
Investors learned the hard way that, without belief in fundamentals, one can still make money in China. Over the summer of 2024, the prevailing sentiment was ‘ABC’ (Anything But China) – a full-blown existential crisis framing China as an uninvestable asset class. In late September, China equities rallied an average of 25% on the back of official talk, triggering a widespread ‘buy everything’ sentiment, as the fear of missing out spread across the market.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Outlook for China in 2025
Heading into 2025, US exceptionalism may be one of the most consensus views in the market. With Trump retaking power, there are Goldilocks expectations for the early part of the year with anticipated tailwinds such as deregulation, improving corporate and consumer optimism and continued easing monetary policy.
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White papersCOP29 and related announcements set the stage for the expansion of high-integrity carbon markets
Decisions made at and around the UN Climate Conference (COP29) in Baku reinforce the key role that carbon markets fueled by private capital will play in facilitating global ambitions to counter climate change.
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White papersAll eyes on China
“While the change in China’s policy stance is a significant development, we believe the market’s focus will shift increasingly towards the execution of these policies.”
