All Asia Pacific articles
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White papersChina’s ‘Sputnik moment’
China’s tech sector is surging, fuelling a broader market rally that has grabbed investor attention. With top Chinese companies taking a lead in innovation, the country is gaining influence in cutting-edge industries like AI. Can it sustain the momentum?
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White papersChina market terminology explained
Chinese companies that are incorporated and listed in the People’s Republic of China (PRC) generally issue A-, Band H-share classes. Depending on where they are listed, these Renminbi (RMB)-denominated shares may trade in different currencies.
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White papersStructural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets. The Association of Southeast Asian Nations (ASEAN) is a unique investment region that primarily offers investors exposure to southeast Asian markets including Singapore, Indonesia, Malaysia, Thailand, Philippines and Vietnam. There are a number of constructive megatrends that are driving ASEAN’s longer-term growth, which we believe are critical to the future of global supply chains—and are shaping attractive growth opportunities.
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White papersAsia credit market on the recovery path
Key factors driving the Asia credit market’s resurgence and our promising outlook for 2025
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines shares his insights on the Asia ex-Japan region, focusing on South Korea’s political crisis, the obstacles to reform, and his current view on China. It’s a must-watch for those looking to understand the region’s investment potential.
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White papersThe Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
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White papersFocus on China
Investors learned the hard way that, without belief in fundamentals, one can still make money in China. Over the summer of 2024, the prevailing sentiment was ‘ABC’ (Anything But China) – a full-blown existential crisis framing China as an uninvestable asset class. In late September, China equities rallied an average of 25% on the back of official talk, triggering a widespread ‘buy everything’ sentiment, as the fear of missing out spread across the market.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Outlook for China in 2025
Heading into 2025, US exceptionalism may be one of the most consensus views in the market. With Trump retaking power, there are Goldilocks expectations for the early part of the year with anticipated tailwinds such as deregulation, improving corporate and consumer optimism and continued easing monetary policy.
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PodcastChina: Projections for 2025
In this episode, we weigh possible growth scenarios for China, the impacts of tariffs, private sector confidence, and property sector challenges.
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White papersCOP29 and related announcements set the stage for the expansion of high-integrity carbon markets
Decisions made at and around the UN Climate Conference (COP29) in Baku reinforce the key role that carbon markets fueled by private capital will play in facilitating global ambitions to counter climate change.
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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 papersNuveen hits over AUD $400 million first close for Australian real estate debt strategy
Nuveen, one of the largest asset managers with over $1.2tn AUM, has closed its first commingled Australian commercial real estate debt strategy with anchor investments of over AU$400M from the Teachers Insurance and Annuity Association of America (TIAA) and Temasek, a global investment company headquartered in Singapore. These commitments are expected to grow via additional investments from other global investors who are currently progressing due diligence.
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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 papersISA Outlook 2025: Asia Pacific – The dawn of a new real estate cycle
The current real estate cycle in Asia Pacific is not a simple repetition of a typical cycle. While Asia Pacific economies have not been immune to supply chain disruptions and elevated inflation, interest rates and construction cots, real estate capital market liquidity in the region (with the exception of China and Hong Kong) has fared much better than in other parts of the world. In our view, the varying and sometimes contrasting cyclical patters among major real estate sectors within each country set the region apart from global trends.
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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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White papersPBSA: Sector resilience backed by long-term growth
The purpose built student accommodation (PBSA) sector in Australia has shown resilience, as proven by robust demand before and after the pandemic. Although the pandemic created some headwinds, Australia’s proximity to fast growing middle-income economies, high-quality education and relative affordability are among the compelling reasons underpinning the sector’s strength.
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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?
