All Asia Pacific articles
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White papersFocus on the broader EM opportunity – not just the tech titans
Emerging market equities have staged a powerful comeback, led by AI-related companies in Korea and Taiwan. However, the bigger long-term EM opportunity favors a systematic, broad-universe approach.
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PodcastA New Growth Plane for Japanese Equities
Japanese equities have undergone one of the most significant re-ratings in the developed world — but the story is evolving. The early phase was about leaner balance sheets and better capital management.
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White papersSri Lanka’s Turnaround Story
How debt restructuring, rebuilt reserves and a fiscal turnaround are reshaping the country’s credit fundamentals — and what it means for emerging market debt investors
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White papersRe-Rating Korea: A Structural Case
Korean equities have rallied strongly since 2025, driven by AI and advanced technology demand that has lifted earnings expectations, particularly for semiconductor leaders. Beyond tech, improving governance, shareholder-friendly reforms, and broader opportunities support the investment case.
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VideoHow Geopolitical Shocks are Reshaping Conviction Across APAC Real Estate
A new set of crosscurrents is reshaping near-term deployment into Asia Pacific real estate. Yet, structural demand in key sectors and broadly constrained supply continue to underpin longer-term conviction.
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White papersMomentum Fractures Across Markets
After years of gradual recovery, Asia Pacific real estate entered 2026 in better shape than it had been in years. That progress is now at risk.
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White papersPension trends in Asia: Beyond Accumulation
Asia’s diverse populations face a common challenge; how to tackle the continent’s retirement question. Longer life expectancies and demographic shifts raise concerns about the financial sustainability of Asia’s pension systems and what measures can be taken to address the coverage gap. It is against this backdrop that Amundi carried out research into pension provision in five Asian markets.
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White papersChina: Late to the AI sprint, strong in the marathon
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most advanced chips, South Korea supplies high-bandwidth memory, and investors crowd into the most obvious winners. China — constrained by export controls and short of leading-edge semiconductors — is often seen as the laggard. That narrative is too simple. It may also be wrong.
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White papersAI’s reality check reinforces diversification
“The AI trade is facing greater scrutiny as the path for rates remains uncertain and IPO supply rises,underscoring the case for diversification and selectivity.”
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White papersJapan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
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White papersThe Ghost Rally: What We See Really Driving Emerging Markets in 2026
When a handful of stocks drive an entire index, history suggests investors should pay close attention
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White papersCan Asia’s AI frontrunners stay the course?
Taiwan and South Korea have set the pace but the growth trade has become a crowded one.
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White papersSouth Korea’s regulators are on a roll – don’t stop now
On 16 May 2026, Jonathan Pines, Head of Asia ex-Japan Equity, gave a keynote address to the Korea Corporate Governance Forum in Incheon. It includes recommendations for regulators, shareholders and voting proxy service providers.
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White papersAsia Pacific real estate outlook – Edition June 2026
Uncertainty tightens its grip on markets
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
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White papersInfrastructure: The Red Thread – Alternatives, mid-year edition 2026
Renewables – leading the charge
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White papersESG Thema #24 - Assessing physical climate risks for sovereigns - Focus on Asia
Physical risk refers to the potential damage caused by climate-related hazards. Physical risk can be acute, if derived from extreme weather events and hazards: floods, landslides, extreme temperatures, storms and hurricanes, droughts, wildfires; or chronic, if related to the more gradual effect of global warming: gradual increase of sea level, reduced crops harvesting, lower labor productivity due to higher temperatures, for instance.
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White papersAsia Pacific’s longevity advantage: What it means for senior living
Longer lifespans, healthier ageing and rising digital engagement are redefining later life across developed Asia Pacific. As preferences shift, traditional senior living models are being tested, opening the door to a new phase of institutional opportunity.
