All Asia Pacific articles
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White papersBlog | Outperformance in inflation-linked and Chinese sovereign bonds in 2021 highlights contrasting drivers
Eurozone and US inflation-linked bonds and Chinese sovereigns have emerged as the top performing fixed-income assets in 2021, with their returns highlighting distinct differences in policy regimes between G7 countries and China.
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White papers
Investing in Asia 2022
The outlook for investing in Asian assets in light of rising inflation and volatility
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White papers
Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk
On 2 January, protests began in western Kazakhstan triggered by a sharp rise in fuel costs, but reflecting broader political discontent. The almost immediate response from the Collective Security Treaty Organization (CSTO, a Russian version of NATO) shows the close relationship between the Russian and Kazakhstan governments.
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White papers
Weighing up China’s Green Credentials amid Policy Shift
Given the scale and speed of change and the inefficiencies that present themselves in the market, we believe China remains a fertile ground for good stock selection.
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White papers
Chinese equities: Conviction amid change
Franklin Templeton Emerging Market Equity’s Micheal Lai expects quality companies in China to deliver growth across market cycles.
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Podcast
The Investment Podcast: Taking Asian real estate asset to another level in 2022
In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements.
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White papers
Risks for 2022 and Beyond: Central Banks, China & Covid
Almost two years into the COVID pandemic, we continue living and investing in a world that is ripe with exogenous risks.
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White papers
Engagement Spotlight: Seeking Improved Disclosure in Japan
This week, Neuberger Berman has announced that the firm is seeking improved disclosure from Daibiru Corporation regarding its decision to support its parent company and controlling shareholder, Mitsui O.S.K. Lines’ tender offer.
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White papers
Tapping into China’s accelerating investment management expertise
Contrary to what some people might think, there is continued appetite among many global asset owners for Chinese securities – despite market noise and dynamic policymaking over recent months.
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Research Report
Real Estate Outlook APAC, Edition 4 - 2021 - The air is wild with investment activity.
APAC economies slowed in the third quarter. Apart from China, countries are now looking to contain COVID-19 rather than eradicate it.
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White papers
Japan’s Coming Wave of Reform
Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.
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White papers
China Fixed Income: Weighing Opportunities as Access Improves
For a long time, global bond investors awaited the opportunity to gain greater exposure to the remarkable Chinese economic growth story. The sustained and rapid growth trajectory has hit the occasional speedbump, but the economy has nearly always quickly re-gathered momentum.
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White papers
Does the end of China’s love affair with property spell heartbreak for investors?
Beneath the surface of the world’s most important industry sector, all is not well, and investors – directly or indirectly exposed – will be profoundly impacted by what the Chinese property sector does next, writes Robin Usson, CFA, Credit Analyst
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White papers
Food for Thought: The Soy Journey from East to West
When most people think about soybeans, their first thought is probably of food. After all, this tiny bean has grown to become one of the top ten most valuable agricultural products in the world. Sweet, sour, salty, bitter and umami – this oilseed is the foundation for thousands of dishes and central to many Asian cuisines today.
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White papers
The Ever-Shifting Shanghai Gold Market Landscape
As the world’s largest gold producer, China plays an outsized role in global gold markets. But in order to fully satisfy domestic demand for jewelry and other forms of gold, the country also typically relies on imports.
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White papers
Asia Equities with Shou Pin Choo
With signs that Asian equity markets are coming out of the COVID downturn, Shou Pin Choo, Portfolio Manager in the Emerging Markets and Asia Pacific Equities Team, discusses his latest views on the market.
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White papers
Real Estate in China: Sector Focus
Property has been a highly regulated sector within China for many years and in recent times has been the focus of new policy changes. In this article, we take a look at the sector in more detail.
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White papers
Allocating to Asia: Reasons Why
Asia is an incredibly dynamic region from an investment perspective. Here, Gian Plebani, Portfolio Manager, Investment Solutions, looks at Asia’s macro environment in more detail and outlines his outlook for the region.
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Video
Understanding China Market Dynamics
We believe having on the ground insight is key to understanding local market dynamics. Listen to the latest insights from Ning Meng, China A-Share Strategy Leader based in Shanghai, as he talks to Joe Amato, President and Chief Investment Officer—Equities, about the recent dynamics in China markets.
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White papers
Risk and opportunity in Asia credit: Chinese property, regulatory shifts, inflation
We believe at the point of Evergrande default, the contagion are, less financial and more real economy in nature. This is because the overall exposure of the financial system to Evergrande from a top-down perspective is much more manageable albeit there are risks around selected financial institutions with higher exposures to Evergrande.
