All Asia Pacific articles – Page 15
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White papers
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.
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White papers
*A 3-D outlook for Asia & China equities – domestic, digitalisation, diversification*
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to an effective control of the pandemic. Asia is again the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, the largest economy in the region, continues its structural transition toward higher quality growth. In our view, the stage is set for Asian and Chinese equities to do well again this year.
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White papers
Chinese New Year: How Investors Might Navigate Markets In The Year Of The Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out like a bull in a china shop? Read their outlook.
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White papers
2021 investment case in equities and how Japan fits into it
Although the global recovery began to be priced in last year, the current pro-cyclical rotation is likely to continue. Because of the dollar’s weakness, we prefer emerging markets, but Japan has other things going for it that, at the very least, can help balance out the portfolio.
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White papers
Outlook on 5G Spread
Yan Taw Boon talks about international developments relating to the rollout of 5G infrastructure.
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White papers
Opportunity for Non-US Investment in Taxable US Municipal Bonds
With record-low interest rates dominating the investment landscape in Asia and Europe, non-US investors are expanding their search for yield to an unexpected place: US municipal bonds.
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White papers
China to exert greater financial discipline in 2021
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy.
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White papers
Taiwan’s Institutional Resilience
Taiwan is illustrative of a broader transformation in emerging markets over the last decade.
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White papers
China’s strategy supports a bullish view on emerging Asia
China’s economic policy focus on domestic and, by extension regional, growth argues for a bullish view on Asian emerging markets in the face of the far-reaching effects of the COVID-19 pandemic.
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Asset Manager News
GLP Announces Second Close of Largest Logistics Private Open-Ended Income Fund in Japan
GLP Japan Income Fund reaches $5.4 billion assets under management
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Asset Manager News
GLP Establishes $675 Million China Value-Add Real Estate Fund
Fund will invest in modern logistics assets in GLP Park Lingang in Shanghai, the biggest and most advanced port-based logistics park in China
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Asset Manager News
GLP J-REIT Raises US$532 Million from Global Offering, Makes Largest Acquisition Since IPO
GLP J-REIT is one of the largest logistics J-REITs with a US$7.1 Billion AUM portfolio
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Asset Manager News
Facing adversity – Major trends support core and core-plus strategies in Asia Pacific
The spectacular economic growth in Asia Pacific over the past few decades has made the region the world’s key growth engine.
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White papers
First in, first out: what next for China?
As China emerges from the disruption wrought by the Covid-19 pandemic, we consider our outlook for the world’s second-largest economy. China is embarking on an ambitious strategy to transition its economic model, while also attempting to drive more sustainable practices.
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White papers
ESG investing in Asia - an invisible evolution
Sustainable and responsible investing is fast becoming one of the most important investment criteria globally, and in Asia, while the uptake has been slower, this trend is growing. Moreover, sustainability is now also seen as an important economic driver for investment performance.
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White papers
Emerging woes
China and India are jostling for greater geopolitical influence, within the emerging world and beyond. Their ambitions are manifold. For instance, China aims to lead the world in AI technology, India to take China’s manufacturing mantle. But over the long run, they won’t achieve their aims through armed conflict on some high Himalayan glacier.
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White papers
The outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papers
A New APAC Trading Partnership
The Regional Comprehensive Economic Partnership (RCEP) stands in contrast to the recent deglobalisation trend.
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White papers
Structural Trends Supporting Asian Equities
There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.
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White papers
China 2021 Outlook: Pandemic Fuels Momentum For De-Globalization, What’s Next?
The coronavirus sharpened the divide between China and the rest of the world in some aspects, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Michael Lai.