All Asia Pacific articles

  • A short-lived crisis with long-lasting implications- first take on South Korea’s political event
    White papers

    A short-lived crisis with long-lasting implications: first take on South Korea’s political event

    2024-12-05T10:41:00Z By Amundi

    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.

  • Developed APAC- Capitalizing on a Compelling Growth Story
    White papers

    Developed APAC: Capitalizing on a Compelling Growth Story

    2024-11-29T15:37:00Z By Barings

    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.

  • The rise of regional connectivity in Emerging Asia
    White papers

    The rise of regional connectivity in Emerging Asia

    2024-11-19T11:50:00Z By Amundi

    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 papers

    Public Engagement Report Q3 2024

    2024-11-08T14:18:00Z By Federated Hermes

    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.

  • China’s Economy Overcome Xi’s Stubbornness?
    Video

    Can China’s Economy Overcome Xi’s Stubbornness?

    2024-10-28T11:29:00Z By Matthews

    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 papers

    Can Beijing do enough to maintain the rally?

    2024-10-25T15:11:00Z By Federated Hermes

    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.

  • China After the Stimulus
    Webinar

    China After the Stimulus

    2024-10-22T11:06:00Z By Matthews

    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.

  • Chinese equities-The investment story of the next decade
    White papers

    Chinese equities: The investment story of the next decade

    2024-10-16T13:50:00Z By M&G Investments

    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.

  • Macroeconomics, Geopolitics, and Strategy - October 2024
    White papers

    Macroeconomics, Geopolitics, and Strategy - October 2024

    2024-10-10T13:39:00Z By Amundi

    If only LatAm’s fiscal policy could mimic its prudent monetary policy stance

  • China’s recovery, is it for real this time?
    White papers

    China’s recovery, is it for real this time?

    2024-10-03T11:07:00Z By BNP Paribas Asset Management

    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.  

  • China policy- short-term lift or long-term change?
    White papers

    China policy: short-term lift or long-term change?

    2024-09-30T15:56:00Z By Amundi

    What are the principal measures that have been announced, and what is yet to come?

  • The Stimulus Package
    White papers

    The Stimulus Package

    2024-09-25T11:43:00Z By Matthews

    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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    Video

    APAC Private Credit

    2024-09-20T15:13:00Z By Barings

    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.

  • Asia_Series_Technology_1600x500
    White papers

    Technology Runs Through Asia

    2024-09-19T15:34:00Z By Neuberger Berman

    Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.

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    White papers

    Japan Multifamily: Is Japan multifamily still attractive?

    2024-09-17T13:38:00Z By UBS Asset Management (UK) Ltd (Asia)

    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

  • New Growth Ideas in Asia
    Podcast

    New Growth Ideas in Asia

    2024-09-10T15:39:00Z By Matthews

    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 News

    Actis invests in world’s largest integrated renewables and energy storage project in the Philippines

    2024-09-06T12:55:00Z By Actis (Infrastructure)

    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.

  • Growth of the East
    White papers

    Growth of the East

    2024-09-03T11:56:00Z By Nuveen

    The East’s economic power has been building for decades. Buoyed initially by Japan’s industrialization, the region was boosted further by the modernization of Hong Kong, Singapore, South Korea and Taiwan, alongside the rapid rise of China.

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    Podcast

    Let the [Micro] Chips Fall Where They May

    2024-08-22T10:23:00Z By Neuberger Berman

    Financial markets across Asia have been making headlines in recent weeks. Ahead of the upcoming earnings calls for tech players such as Nvidia, we ask, what are the impacts of the Asia market on the US market? 

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    Asset Manager News

    Actis JV with Mahindra Lifespaces, Ample Parks, launches and makes first acquisition

    2024-08-05T12:14:00Z By Actis (Infrastructure)

    Actis, a leading global investor in sustainable infrastructure, and Mahindra Lifespaces, the real estate and infrastructure development arm of the Mahindra Group, have formally launched joint venture Ample Parks, an Indian industrial and logistics real estate developer and operator.