All Asia Pacific articles
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White papersAsia ex-Japan Strategy Update: June 2020
The current economic environment is in many respects unprecedented. In the last century, perhaps with the exception of the world wars, almost all financial crises have been ‘financial’ in nature. Today’s crisis is different: it is not just about ownership or claims on assets, it is a public health crisis. When the coronavirus pandemic eventually recedes, what will a recovery in equities look like?
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White papers
Thriving Amid Volatility: Perspectives on Asian Credit
While the majority of global markets have experienced volatility, the Asian fixed income market continues to remain resilient. What are the key factors that allow the region to thrive? As the leader in global supply-chain manufacturing, what does the future hold for the region?
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White papers
How We’re Investing Through the Coronavirus Pandemic
Rob Sharps, head of Investments and Group CIO, says T. Rowe Price investment managers see a broad range of opportunity as well as risks.
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White papers
India in 2020: Active Perspectives on India’s Evolution
In India 2020: A Vision for the New Millennium, A.P.J. Abdul Kalam and Y.S. Rajan detailed how India could become a developed country and one of the world’s four largest economies by 2020. Here, our team shares their thoughts about India’s potential.
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White papers
The Asia Pacific region amidst COVID-19
Amidst the COVID-19 outbreak, the Asia Pacific region remains fundamentally resilient for investors looking at capitalising on its structural growth.
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White papers
Australian Real Estate Quarterly Review Q2 2020
The COVID-19 crisis has generated significant uncertainty in relation to the economic outlook. As in other countries around the world, Australian economic growth is expected to slow with Deloitte forecasting a - 5.2% contraction in GDP growth in 2020. However, the unprecedented nature of this event makes it hard to accurately predict the depth of the downturn and the timing of recovery.
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White papers
ASEAN: Where Positive Demographics Meet Supportive Secular Trends
Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.
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White papers
Blog | How have factors in Asia reacted to COVID-19?
How have factor strategies performed in the coronavirus crisis?
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White papers
Playing The Possible Sequence Of Market Normalization Gradually And Selectively
As the Covid-19 virus spreads, investors can assess the potential sequence of market opportunities that will emerge from the crisis. The perceived features of the cycle of the coronavirus and the effectiveness measures taken locally to contain it are starting to drive allocations. A new market theme of Covid-19 de-synchronisation is emerging, a typical example being the long Asia.
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Asset Manager News
Dexus establishes new JV to acquire interest in Rialto Towers, Melbourne
Dexus today announced the establishment of a new Joint Venture (JV) with GIC that has exchanged contracts to acquire a 50% interest in Rialto Towers, 525 Collins Street, Melbourne, for $644 million.
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White papers
Is Vietnam Ready to Fill China’s Supply Chain Gaps?
When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.
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White papers
Fundamentals: making sense of current market conditions in Asia ex Japan
How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? What will the long-term impact be on stocks?
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White papers
Low Volatility in Europe and Asia
By this point, the infamous COVID-19 has made its way around the world and wreaked havoc through equity markets across the globe. We’ve already highlighted the value of protection in the U.S. and Canada.
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White papers
Asia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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White papers
Asia Quarterly Bulletin Winter 2020
The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.
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White papers
Exports’ dependence to China and Asia of more than 70 countries
The Coronavirus is expected to have a significant impact at least on China Q1 GDP figure. This will affect many countries firstly through exports to China (including tourism). As shown in charts below and as expected, China’s share in total of exports is high for most of Asian countries particularly for South Korea, Hong Kong and Mongolia. Including Japan, share of exports to Asia for Asian countries is above 50% except for China, India, Sri Lanka and Kazakhstan.
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White papers
Watching China’s quest for technology independence
This past October, I visited a popular technology conference in Beijing: the 2019 PT EXPO China. In contrast to the chilly weather outside, the expo floor was warm with enthusiasm from the nearly 400 companies showcasing their latest products. The expo had an interesting theme: integrating 5G for a smart and connected world. However, by being on location in Beijing, I obtained a deeper level of insight.
