All Asia Pacific articles
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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.”
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White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
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White papersA short-lived crisis with long-lasting implications: first take on South Korea’s political event
In a significant political development, South Korean President Yoon declared emergency martial law on December 3, 2024, accusing the opposition of engaging in “anti-state activities” and plotting rebellion. This declaration followed the opposition Democratic Party’s actions in the parliamentary budget committee, where they pushed through a downsized budget bill and submitted impeachment motions against key government officials.
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White papersDeveloped APAC: Capitalizing on a Compelling Growth Story
The developed APAC direct lending market is relatively nascent compared to the U.S. and Europe but offers similar risk and return characteristics—with the added benefit of diversification and access to a compelling global growth opportunity.
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White papersThe rise of regional connectivity in Emerging Asia
Asian economies continue to demonstrate robust growth, albeit at varying rates, influenced by sectoral and industrial dynamics (value chain participation) and policy stimulus measures.
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White papersPublic Engagement Report Q3 2024
The Q3 Public Engagement Report from EOS at Federated Hermes Limited looks at how insurers are wrestling with physical climate risk as losses from hurricanes, flooding and wildfires mount. Plus, how we engage with companies on water management, the evolving stewardship landscape, and voting trends from Asia and emerging markets.
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VideoCan China’s Economy Overcome Xi’s Stubbornness?
While recent policy adjustments signal progress, China Strategist Andy Rothman argues that Xi must further restore confidence among China’s entrepreneurs and consumers to unlock China’s growth potential. Will Xi overcome his stubbornness and make the necessary changes?
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White papersCan Beijing do enough to maintain the rally?
The Chinese government has prioritised rebooting the country’s flagging economy and unveiled a dramatic stimulus package last month. But initial investor enthusiasm may be tapering off amid follow-up announcements that have been short on specifics.
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WebinarChina After the Stimulus
In our recent Spotlight on China webinar, we explored key insights on China’s market, including recent volatility, significant rallies, and the drivers behind these movements. Portfolio Manager Andrew Mattock examined the impact of government stimulus measures, such as monetary policy shifts and real estate stabilization efforts. Lastly, we discussed the sustainability of the recovery, touching on challenges like weak consumer confidence and geopolitical tensions.
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White papersChinese equities: The investment story of the next decade
A more thoughtful and far-reaching set of stimulus measures by the Chinese authorities has nullified some of the negative perception among global investors when it comes to China. David Perrett, Co-Head of Asia Pacific Equities, suggests that the continued caution could be creating some compelling long-term opportunities for stockpickers. He explains why he thinks Chinese equities have the potential to become one of the investment stories of the next decade.
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White papersFour reasons to consider Asian credit
The Asian credit market has grown significantly over the last 20 years. Harriet Habergham explores four features of the asset class which, in our view, provide investors with a wealth of opportunities, including the maturation of the market, the unique feature of strong government support, a supportive environment and hidden gems.
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White papersMacroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
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White papersChina’s recovery, is it for real this time?
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking this pivot seriously: Chinese stocks have rallied sharply and could have further to run in the short term. What is needed to sustain the recovery in the economy and asset markets is a real sense of conviction – among consumers and investors.
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White papersChina policy: short-term lift or long-term change?
What are the principal measures that have been announced, and what is yet to come?
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White papersThe Stimulus Package
Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.
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VideoAPAC Private Credit
We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.
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White papersTechnology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
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White papersJapan Multifamily: Is Japan multifamily still attractive?
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
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PodcastNew Growth Ideas in Asia
Our portfolio managers share their key insights from recent research visits to Taiwan and South Korea. They also discuss new growth ideas in Asia in anticipation of U.S. interest rate cuts, persistent market weakness in China, and high valuations in India.
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Asset Manager NewsActis invests in world’s largest integrated renewables and energy storage project in the Philippines
Actis, a leading global investor in sustainable infrastructure, has agreed to enter a strategic partnership with Manila Electric Company (Meralco) and its subsidiary, Solar Philippines New Energy Corporation, to invest in the Terra Solar Project, poised to be the world’s largest integrated renewables and energy storage project.
