All Asia Pacific articles – Page 14
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A Crack in China’s debt foundation
Bonds issued by China’s biggest distressed debt asset manager just lost 40% of their value—how concerned should we be?
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The Evolution Of China’s Lending To Emerging Markets
Why we expect a more selective approach in the future.
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Emerging Markets: The Post-Pandemic Promise
From the height of the pandemic to today, our Emerging Markets Equity Team’s conviction in the growing structural advantages of emerging markets has only strengthened.
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Behind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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Bridging the ESG Gap in China
As more international investors seek opportunities in China, it has raised awareness and interest in ESG. Our Michael Lai looks into the ESG challenges local businesses face.
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Japan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.
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Why investors should look at Indian assets
India is the fifth-largest economy in the world, according to the World Bank, in terms of nominal 2019 GDP in dollars, and ranks second by population (1.38bn). Although it is one of the world’s fastest-growing economies, its GDP per capita is more than 29x and 4x lower than the USt or China, respectively (also according to the World Bank, nominal 2019 per-capita GDP in dollars). The potential for a catch-up in income over the next decades looks huge.
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Real Estate Outlook – APAC, Edition 1 2021: Stay circumspect
Most major APAC economies will bottom and reverse the growth decline by year-end. The general prognosis for 2021 is less negative but occupier performance will continue to face pressure.
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Asian equities inspire confidence, even after volatile quarter
Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations between the new US administration and China, and the arrival of COVID-19 vaccines.
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Set to arrive - The rise of the Australian multifamily sector
Much awaited by investors and end-users, the Australian multifamily sector is poised to emerge, underpinned by compelling top-down fundamentals. The experiences of other markets offer many learning points and astute investors can navigate and succeed in this new asset class.
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Will India be the next high-growth emerging market?
After a slowdown in 2019 and a harsh lockdown in 2020, India may be poised to regain its place among the fastest-growing emerging markets.
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Federated Hermes Asia ex Japan: Letter to investors, March 2021
After a testing decade for contrarian, value-biased investors, there are hints of change as expectations of an end to extraordinarily cheap money have caused price movements. Could a long-awaited enduring rotation be in the offing? Here Jonathan Pines, Portfolio Manager of our Asia ex Japan Strategy, presents his views.
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Global Macro Shifts: Asia at the Forefront
This Global Macro Shifts explores the consequences of extraordinary policy responses and the economic outlook for a post-pandemic recovery.
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China’s disinflation and implications
China has abandoned its ‘growth at all cost’ push and is sticking with its deleveraging and structural reform policy despite the trade war with the US and COVID-19 shocks. This has resulted in a constrained growth environment.
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Global Data Centers - Asia Pacific Excerpt
The COVID-19 pandemic has caused the largest economic shock in generations. Significant disruption across all segments of the economy has resulted in severe recessions globally.
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China and EM: growth and policy Q&A
Our emerging markets strategists attempt to answer some of the questions often asked by our clients.
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Q4 earnings season: an impressive resilience that supports our pro-cyclical views
Given the context, Q4 2020 corporate earnings proved resilient. The regions least impacted by the pandemic, such as EM (+25%) and Japan (+20%), experienced notable increases.
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Asset Manager News
GLP Closes First Sustainability-Linked Loan of $658 Million, One of the Largest in APAC
GLP closed its first sustainability-linked loan (SLL) of US$658 million with participation from 10 banks. The loan is one of the largest SLLs in Asia Pacific and signifies GLP’s ongoing commitment to sustainability. GLP will use the loan proceeds to contribute to environmental objectives related to climate change mitigation and the promotion of green buildings.
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Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
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ASEAN Equities: “Opportunities in Every Crisis”
Barings’ SooHai Lim discusses the dynamics shaping ASEAN equities today, from lessons learned from the pandemic to the structural trends supporting the region.