All Asia Pacific articles
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White papersAsian credit outlook: a bright spot in 2023
After 2022 marked one of the worst years on record for fixed income, Asia is expected to be the world’s bright spot in 2023. We believe Asian credit reached a bottom in early November 2022 and is now on the ascendent due to China pivoting away from its zero-Covid policy and back towards a pro-growth stance, as well as the emergence of clear US disinflationary trends.
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White papers
China’s Growth and Policy Priorities Pave New Paths to Equities
From COVID lockdowns to a property crisis, China’s economy suffered major shocks in 2022. But as the world’s most populous nation rapidly reopens its economy, we believe China will present attractive opportunities—particularly for investors who are prepared to understand its nuances.
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White papers
China: back to pragmatism
2022 ended in an abrupt fast-track reopening. In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies. We expect the Chinese economy to be separated from the global slowdown in 2023, accelerating from a low base. ...
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White papers
Beyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
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White papers
India’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
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White papers
China enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
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White papers
Has China broken the ‘doom-loop’? An Asia credit perspective
The confluence of disinflationary trends taking hold in the US, and a decisive turn in Chinese policy, has broken the doom-loop for Chinese assets and Asian credit which has plagued markets since the third quarter of 2021.
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White papers
China stocks rally on property support and Biden-Xi meeting
Investor appetite for shares and bonds has recovered following news Beijing is ramping up support for the real estate sector.
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White papers
Party on: China’s congress that changed everything
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the positive actions taken by China’s governing authorities since the 20th National Congress to ease its deteriorating macro picture and consider whether this could be good news for Chinese assets.
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Blog
Amid 2022’s equity pain, Southeast Asia has been an overlooked gem
Against the challenging environment and increasingly dimming economy globally in 2022 – from a slowing China economy in the east to a very hawkish Fed in the west, to geopolitical tensions from Ukraine to Asia – Southeast Asian countries represent a rare part of the world that have delivered impressive resilience.
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White papers
EM equities: Three things we are thinking about today
China reaches an inflection point.
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Podcast
Bank of Japan: The G-10 Outlier
As economies around the world are dealing with the effects of inflation, we evaluate if there are differences in how central banks globally are managing the major impact to assets.
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White papers
China housing policy: better late than never
The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines. After sharp deleveraging over a year, stabilising the market is now the priority.
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White papers
Ecosystem Growth: Japanese ESG indices and passive investing blossom
The Japanese sustainable market has bloomed in recent times, creating a demand to integrate Environmental, Social and Governance (ESG) criteria into the core benchmark construction and passive investment strategies. In addition, it is increasing its emphasis on disclosure standards, regulations, and definitions.
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Asset Manager News
GLP Announces $1.2 Billion First Close of China Value-Add Partners IV
Singapore and Shanghai, 22 November 2022 – GLP announced today the first close of GLP China Value- Add Partners IV (“GLP CVA IV”) with $1.2 billion in equity commitments and approximately $2.6 billion of investment capacity from a number of GLP’s long-term institutional investment partners including APG Asset Management N.V (“APG”), the investment manager for the largest pension provider in the Netherlands.
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White papers
Standing out in Asian equities – Fund in 5
Fund in 5 offers an overview of the five key angles of the Asia ex-Japan Equity Fund (asset class, process, differentiator, the team & track record) including a short video.
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White papers
Unlocking Hidden Potential in ANZ Real Estate
In recent years, hotels have become an established asset class trending in line with core sectors. Provided hotels are skilfully acquired and actively managed, hotel investments can generate attractive yields. Hotels within the Select Service segment in particular have proven to be an attractive investment, demonstrating double-digit, cash-on-cash returns to investors.
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White papers
FTSE Taiwan RIC Capped Index
Here’s a quick tip for managing turbulent markets. If you invested in an uncapped version of the FTSE Taiwan Index as at the end of August 2022, 40% of your returns would be derived from one stock. By contrast, a capped version of the index would result in approximately 20% of your return derived from one stock.
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White papers
Navigating Japan Equities: Monthly Insights from Tokyo (November 2022)
We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.
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Asset Manager News
GLP Closes RMB 7.6 Billion China Income Fund VI
Singapore and Shanghai, 7 November 2022 – GLP announced today it has closed GLP China Income Fund VI (“GLP CIF VI”), an onshore income fund with RMB 7.6 billion (~US$1.05 billion) of assets under management (“AUM”). Investors in the fund include leading domestic insurance companies, as well as other existing GLP institutional investment partners.
