All Asia Pacific articles – Page 12
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Podcast
EM Debt: Assessing the Impact of China’s Crackdowns
Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.
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White papers
ETF The Certainty of Change: Evolution of Investor Access to China
A look at recent regulatory developments in China within the lens of exchange-traded funds (ETFs).
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Asset Manager News
GLP J-REIT Raises JPY 28 billion Through First Accelerated Global Offering to International and Domestic Investors
GLP J-REIT has successfully completed three public offerings over the last 12 months and achieved the highest external growth among logistics J-REITs
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White papers
Heightened Regulatory Scrutiny In China: What Investors Need To Know
Our Emerging Markets Equity team examines regulatory changes in China.
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White papers
Out of the Shadows: The rise of emerging Asia
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
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White papers
Currencies: an additional source of return
Superior growth, low inflation and cheap currencies. These are some of the defining characteristics of emerging Asian economies. They are also the reasons why investors should consider increasing their exposure to the region.
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White papers
China – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
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White papers
The future of the financial sector: The analyst view
Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive.
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White papers
Emerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
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Blog
Hotels in Asia-Pacific: Investors Seek Bargains Even as Borders Stay Closed
While recovery of the hospitality sector in Asia-Pacic remains muted, fund managers with the capacity and resources for patience are betting big on a rebound
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White papers
China’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
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White papers
No Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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White papers
China’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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White papers
China Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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White papers
China Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
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Video
Is Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papers
The impact of China’s lending on Emerging Market Debt
The increasing prominence of China as a financier of developing nations has changed the landscape of emerging market debt investing.
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White papers
Three Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.