All Asia Pacific articles
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White papers
Real 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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Asset Manager News
Actis Launches New Asian Data Centre Platform, Epoch Digital
Actis, a leading global investor in sustainable infrastructure, has announced the launch of Epoch Digital, a new integrated data centre platform in Asia with a current portfolio under development offering c.200MW of IT capacity across three identified projects and a strong pipeline for future growth.
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White papers
China: The Comeback Kid?
Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?
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White papers
The Changing Asian Landscape – Part 3: China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
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White papers
APAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
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White papers
Unlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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White papers
Improving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papers
The Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
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White papers
Investing in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
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Asset Manager News
Nozomi Energy Wins Two Projects In Japan’s First Long-Term Decarbonisation Capacity Auction
Nozomi Energy, a Japan-focused renewables platform established by Actis, is delighted to announce its selection as one of the winning companies in Japan’s first ever Long-term Decarbonisation Capacity Auction, securing two Battery Energy Storage System (BESS) projects, each with an initial installed capacity of close to 200MWh.
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White papers
Emerging markets are gaining interest
“In the search for equity opportunities, Emerging Markets may offer appealing valuations and exposure to long-term growth opportunities.”
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White papers
Korea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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White papers
Asia-Pacific real estate market outlook Q2 2024
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
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White papers
A burgeoning force in the global economic order
Asia’s future looks bright. It has some of the world’s fastest growing economies and some of the most innovative companies globally. Dominic Howell caught up with David Perrett, Co-Head of Asia Pacific Equities, to discuss Asia’s growing importance in the global economy – and why he is excited about the prospects for Asian equities.
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White papers
Amundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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White papers
The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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Video
Emerging Markets: Q1 CIO Update
Chief Investment Officer Sean Taylor provides a Q1 update on emerging markets, a regional outlook on how some countries are doing, and his thoughts on AI’s impact in Asia.
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White papers
Q1 2024 CIO Review and Outlook
CIO Sean Taylor says macro uncertainty may moderate in the coming months, placing greater importance on active investing for generating alpha in emerging markets.
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Asset Manager News
Actis Backs Solar Platform Argo Energy In First South Korean Energy Investment
Actis, a global investor in sustainable infrastructure, has completed its investment into Argo Energy, a South Korean renewable energy platform focused on the development of small utility scale and rooftop solar.
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White papers
China: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.