All Asia Pacific articles – Page 10
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A turning tide? Why contrarians are turning to China
This year could turn out to be the Year of the Tiger for Chinese equities after all, argues Federated Hermes fund manager Jonathan Pines.
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China: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
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Data Delivers Mixed Messages Amid Slowdown
Mixed data is fueling debate about underlying economic strength and recession odds. Meanwhile, markets this week await Powell’s speech at Jackson Hole. Elsewhere, Chinese policymakers took steps to address rising risks to the outlook. Eyes will be on Nord Stream 1 next week.
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China 5G: What doesn’t kill you makes you stronger
Find out more on how Chinese companies have found new ways to leverage 5G technology to adapt to a more stringent regulatory environment.
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Farewell, Forward Guidance
The ECB went big, ending the era of negative rates by raising interest rates 50bps. The central bank is focused on ensuring an even transmission of monetary policy and unveiled its new anti-fragmentation tool.
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China’s stimulative policy actions: Turning the tide for investors
China’s ongoing struggles with COVID-19 and the country’s lackluster policy response have dismayed investors. In fact, by the end of April, MSCI China had dropped 18% since the start of 2022, credit spreads had widened meaningfully, and the renminbi (RMB) had depreciated almost 4%. However, a series of weak economic numbers appear to have alerted policymakers to the urgency of stabilizing growth.
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White papers
Q1 2022 Asia Pacific Market Perspective
Positivity is building in most of the Asia Pacific region. There is more normal daily activity as borders reopen, pandemic-related restrictions are eased, and people return to the office and retail centers.
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Japan: Land of the Rising Prices?
Japan looks set to emerge from 30 years of near-zero inflation in 2022—but are its companies able to absorb higher costs, or even re-learn the art of passing price hikes on to their customers?
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Shanghai’s lockdown – What might it mean for global supply chains?
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of China’s largest hubs, Shanghai’s manufacturing and transport capacity is simply too big to be replaced elsewhere.
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White papers
Sustainable Asian cities: A compelling – and urgent – investment opportunity
In their white paper, “Sustainable Asian cities – preparing now for the future”, our Emerging Markets Debt team and Sustainability Centre detail the rationale underpinning a new investment strategy which targets companies that can help Asian cities achieve the sustainable changes they need to make to deal with an over-stretched infrastructure, migration and climate change.
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Webinar
Introducing the FTSE JPX Net Zero Japan Index Series
The next generation of climate transition indexes for Japan’s net zero.
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Japan Is Back on the Risk Radar
Japan and the extreme moves in its currency are among the most important dynamics in capital markets right now—here’s why we think they should loom much larger in investors’ minds.
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Market snapshot: a glimmer of hope amid China’s lockdowns?
The People’s Bank of China held key interest rates steady this week despite widespread expectations that it would further loosen its monetary response
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CityWatch | Singapore
Our research team analyzed more than 4,000 cities and identified the top 2% we believe are most attractive to people and businesses, today and in the future. Singapore is one of those cities.
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How to think about investing in China today
Despite well-publicised moves to restructure its economy over the past few years, China remains a key investment destination due to the attraction of its enormous domestic market. And as the world’s second-largest economy, China is also deeply interconnected with the global economy in manufacturing supply chains and is increasingly a large portion of multinational corporate revenues. Consequently, understanding and navigating the complexities of China for both domestic and international investing has never been more important.
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Asset Manager News
Pro-invest and Next Story launch joint hospitality group Vista
Pro-invest and Next Story Group have joined forces to establish a new management company, Vista Hospitality Group Australasia.
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White papers
China’s credit growth shows signs of recovery
Despite Beijing’s pledge to ease monetary policy further, financial markets are sceptical about how effective this would be in boosting economic growth. One notable concern is the growing gap between M1 narrow money and M2 broad money growth, which suggests that economic agents would rather save than spend.
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White papers
What investors need to know about Southeast Asia’s solar energy boom
Prabaljit Sarkar, an expert in sustainable infrastructure, look at how solar energy infrastructure deals work, why the Southeast Asian market is booming and importantly, which deals are most promising for investors.
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Asset Manager News
SC Capital Partners launches pan-Asian data centre platform
SC Capital Partners Pte Ltd (“SC Capital Partners”), the Singapore headquartered private equity real estate firm, has launched a data centre platform, SC Zeus Data Tenters Pte Ltd (“SC Zeus Data Centers”) in partnership with a team of highly experienced data centre professionals led by data centre and private equity real estate industry veteran Joe Gooi