All Asia Pacific articles – Page 11
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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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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
China’s growth cycle is turning
Senior market strategist APAC Chi Lo discusses how Beijing has shifted to a pro-growth policy and away from painful economic restructuring as growth momentum slows to levels below what is tolerable to Chinese policymakers.
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Asset Manager News
PGIM Real Estate adds ESG lead for Europe and Asia Pacific
PGIM Real Estate has further strengthened its commitment to environmental, social and governance (ESG) investing, with the addition of Julie Townsend as ESG lead for Europe and Asia Pacific, based in London and effective immediately. PGIM Real Estate is the real estate investment and financing business of PGIM, the US$1.5 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).
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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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Asset Manager News
Nuveen Real Estate’s Asia Pacific Cities strategy acquires a 50% interest in One George Street, Singapore in joint venture for US$472 million
Acquisition represents the fourteenth asset for the strategy, bringing the total AUM of the pan Asia-Pacific portfolio to over US$1 billion.
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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
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
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
China’s zero-Covid policy – Timing, benefits, costs and impact
As more countries opt for ‘living with Covid’, China is sticking with a ‘zero Covid’ policy (ZCP) that has brought significant benefits, although not without costs. China may soon be approaching a turning point where the costs outweigh the benefits.
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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.
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White papers
What I learned on a trip through China
Amid heightened risk in China’s equity markets, portfolio manager Winnie Kwan shares first-hand experiences from her first post- COVID trip to China. She shines a light on:
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White papers
Playing catch up – the challenge for Japan
Japan has been a notable laggard in two critical areas – climate change and gender equality. How are we engaging with Japanese companies and policymakers to accelerate the energy transition and support women in the workplace?
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White papers
Is China’s regulatory reform stifling ‘animal spirits’?
Some investors worry that regulatory tightening in China could strangle growth in its private sector, which is now dominated by technology companies and e-commerce platforms.
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Asset Manager News
GLP Announces $1.75 Billion First Close of CLF III, the Third Vintage of its Flagship China Development Fund Series
More than $7 billion of discretionary development capital for logistics real estate development in China, more than any other private real estate manager