All Asia Pacific articles – Page 12
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White papers
Could Evergrande Become China’s Lehman Brothers? Probably Not.
Evergrande is the biggest property developer in the developing world. Its debt of RMB 570 billion (US$88 billion) makes it one of the most indebted companies globally.
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White papers
Evergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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China’s Regulatory Tightening: Our View On Goals And Scope
China’s government recently enacted new regulations on a number of industries, which has caused some investor concern.
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White papers
Evergrande Heads for Default
We believe systematic risk beyond the Chinese property market remains limited.
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Podcast
Turning a New Leaf in Chinese Investing
Historically, as the second largest economy in the world, China has presented a myriad of opportunities to investors worldwide. However, due to the regulatory changes outlined by the Chinese government, trends suggest that investors have started to reconsider their allocations in China.
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White papers
China: Red Moon Rising
China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds.
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White papers
Asia Game Theater Update: Long Chinese Equities
We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility.
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White papers
China Policy Moves Strengthen the Case for the Local Market
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives.
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White papers
Southeast Asia’s internet economy: On a fast track
This issue of Trends Reinforced explores investment opportunities in Southeast Asia’s internet economy.
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White papers
Main themes for investing in Chinese equity over the summer and beyond
All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors. Under this regulatory pressure, the Chinese market has underperformed both MSCI DM and MSCI EM indices following a strong performance in 2020.
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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.