All Asia Pacific articles
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White papersIs Vietnam Ready to Fill China’s Supply Chain Gaps?
When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.
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Fundamentals: making sense of current market conditions in Asia ex Japan
How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? What will the long-term impact be on stocks?
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Low Volatility in Europe and Asia
By this point, the infamous COVID-19 has made its way around the world and wreaked havoc through equity markets across the globe. We’ve already highlighted the value of protection in the U.S. and Canada.
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Asia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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Asia Quarterly Bulletin Winter 2020
The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.
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Exports’ dependence to China and Asia of more than 70 countries
The Coronavirus is expected to have a significant impact at least on China Q1 GDP figure. This will affect many countries firstly through exports to China (including tourism). As shown in charts below and as expected, China’s share in total of exports is high for most of Asian countries particularly for South Korea, Hong Kong and Mongolia. Including Japan, share of exports to Asia for Asian countries is above 50% except for China, India, Sri Lanka and Kazakhstan.
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China is championing green bonds
We have seen first-hand China’s drastic move from polluter to climate change champion at an amazing pace over the last three years. Climate change has become a key concern for many investors, and China is one of the world’s largest issuers of green bonds. Amy Kam, Head of Asian Credit at GAM Investments, discusses the rise of green bonds and China’s role in the nascent climate-centric economy.
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Another Breakthrough Year for China Bonds
The market made it into global indices but also broke records for defaults in 2019 and is facing uncertainty from the coronavirus: we take stock for 2020.
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Australian Real Estate Quarterly Review Q1 2020
Australian GDP growth moderated over the past year and is forecast to remain below average at around 1.8% per annum in FY20 before improving FY21.
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Private Credit: Where We’ve Been, Where We’re Going
Industry veterans Ian Fowler and Adam Wheeler describe the dramatic evolution of private credit markets and explain why quality of earnings and varied definitions of ‘senior’ risk could be at the center of the next credit market storm.
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Multi-asset allocation views: Could Japan outperform other equity markets?
Sunil Krishnan argues that low expectations among domestic and global investors are reflected in Japanese equity valuations, creating an opportunity for the asset class to play catch-up with the rest of the world.
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Blog: China themes for 2020 – growth and policy (2/2)
What to expect economically from superpower China in 2020? In the final part of this two-part series, senior economist Chi Lo discusses the outlook for inflation, growth and central bank policy.
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Blog: A scenario analysis for China’s 2020 outlook
Although recent data from China points to a broad-based recovery, downside risk to growth remains since business confidence has not returned and liquidity has not bounced back solidly yet.
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Real Estate Outlook Asia Pacific – Edition 4, 2019
Rise in yield spreads to spur investment interest
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A class apart: emerging Asia’s fixed income market
Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.
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Fidelity International on Asset TV - Asia Fixed Income
Luc Froehlich, Global Head of Investment Directing Fixed Income, features on this Asia Fixed Income Masterclass panel.
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Fidelity International on Asset TV - Asia Outlook
Dhananjay Phadnis, Portfolio Manager, Fidelity Emerging Asia Fund, features on this Asia Outlook Masterclass panel.
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China Outlook: Stabilization First, Improving Later
A pause in deleveraging and increased infrastructure spending should support growth in China. Longer term, we see China as a rich source of high-quality, investible companies, with many moving successfully up the value chain.
