All Asia Pacific articles – Page 12
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White papersWhat 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 papersJapan: A New Quiver of Arrows?
With a new Prime Minister in Japan, what does the future hold? Franklin Templeton Investment Solutions explains why investors should pay attention to Japan.
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White papersPlaying 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 papersTrends Reinforced: Socialism with Chinese Characteristics: Understanding China’s Policymaking
This issue of Trends Reinforced examines the strategic goals that have shaped China’s latest regulatory moves.
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White papersIs 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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White papersIs India the Next Internet and Digitalization Frontier?
Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.
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Asset Manager NewsGLP 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
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White papersMacro Perspectives: Supply shocks, stalling growth and inflationary surprises
In this Macro Perspectives, we explore potential policy shifts in 2022, labor dynamics, oil and gas shocks, and the implications of slower growth in China.
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White papersPGIM Fixed Income case study— filtering Asian Green Bonds through our framework
Issuers have myriad incentives— often including a lower cost of capital than a traditional bond—to apply the green label to their bond offerings.
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White papersCredit events in China (II): Will the property market come crumbling down?
In this second part of our special report, Chi Lo, Senior Market Strategist APAC, assesses whether recent credit events in China risk triggering a property market crash.
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White papersCredit events in China (I) – The macroeconomic impact
In this first of a two-part report, Chi Lo, Senior Market Strategist APAC, examines the macroeconomic impact of China’s latest credit events. In part II, he assesses whether these same events could trigger a property market crash.
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White papersJapanese employment: engaging for greater equality – an update
A year has passed since we published a note exploring the long-standing issues around the under-representation of women within the Japanese labour force.
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White papersThe Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG. Since the latest update in 2019, we have lived through a global pandemic that profoundly reshaped the global economy and society, and an eventful change of leadership in the United States.
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Asset Manager NewsGLP Raises $2.75 Billion for GLP Japan Development Partners IV
Largest Japan-focused private real estate fund to date; Expected to reach over JPY 1 trillion (~$9.1 billion) AUM when fully deployed
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White papersShifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
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White papersConnecting the Dots on China’s Growth Outlook
Concerns about China’s slowing economy have focused on issues affecting property and manufacturing. But these are only part of the story. Investors seeking a fuller understanding of the risks and opportunities need to take a broader perspective.
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White papersChina’s long and winding road to net zero
China is thought to account for over a quarter of global greenhouse gas emissions, and Paris Agreement alignment will be vital if global heating is to be kept within safe planetary boundaries.
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White papersFrom Rates, to Growth, to China: What’s Next for EM Debt?
While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.
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White papersJapan Tobacco case study
Japan Tobacco has demonstrated its commitment to eliminating child labour from its supply chain through various programmes and significantly improving its reporting on the issue, including a standalone human rights report. EOS continues over a decade of engagement with the company on ESG issues.
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VideoNeuberger Berman 5G Connectivity Strategy Update
Yan Taw Boon reflects on recent market volatility and shares some exciting opportunities in 5G currently.
