All Asia Pacific articles – Page 15
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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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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