All Asia Pacific articles – Page 13
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White papersCovid headwinds ease as China risks rise
At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
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Research ReportReal Estate Outlook – APAC, Edition 3 - Navigating rough waters
While the stuttering pandemic situation will weigh on near-term growth, the outlook for real estate in APAC is more sanguine.
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White papersWhat does China’s regulatory crackdown mean for EM corporate debt?
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education.
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White papersBeyond the noise: Why long-term capital will capitalise on China’s future
Global investors must avoid allowing any short- term misperceptions about recent Chinese regulatory reforms to derail their big-picture perspective of the vast opportunity set in the world’s second-largest economy.
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White papersChina’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
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White papersGrowing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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White papersChina in the spotlight: what markets should look at
Over the past weeks, financial markets have been shaken by the Evergrande saga – China’s second-largest property developer – which is facing difficulties in servicing its huge debt pile (it needs to repay some $7.4bn of bonds maturing in 2022).
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White papersCould 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 papersEvergrande 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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White papersChina’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 papersEvergrande Heads for Default
We believe systematic risk beyond the Chinese property market remains limited.
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PodcastTurning 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 papersChina: 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 papersAsia 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 papersChina 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 papersSoutheast 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 papersMain 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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PodcastEM 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 papersETF 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 NewsGLP 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
