All Asia Pacific articles – Page 18
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India in 2020: Active Perspectives on India’s Evolution
In India 2020: A Vision for the New Millennium, A.P.J. Abdul Kalam and Y.S. Rajan detailed how India could become a developed country and one of the world’s four largest economies by 2020. Here, our team shares their thoughts about India’s potential.
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Transparency boots real estate investment in Asia Pacific
LaSalle Head of Asia Pacific Research Elysia Tse explains for increased transparency has been a boon for institutional investment into Asia.
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The Asia Pacific region amidst COVID-19
Amidst the COVID-19 outbreak, the Asia Pacific region remains fundamentally resilient for investors looking at capitalising on its structural growth.
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ASEAN: Where Positive Demographics Meet Supportive Secular Trends
Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.
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Playing The Possible Sequence Of Market Normalization Gradually And Selectively
As the Covid-19 virus spreads, investors can assess the potential sequence of market opportunities that will emerge from the crisis. The perceived features of the cycle of the coronavirus and the effectiveness measures taken locally to contain it are starting to drive allocations. A new market theme of Covid-19 de-synchronisation is emerging, a typical example being the long Asia.
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Is Vietnam Ready to Fill China’s Supply Chain Gaps?
When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.
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Preliminary observations on the potential impact of Covid-19 on Asia Pacific real estate
MACROECONOMIC ENVIRONMENT
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Fundamentals: making sense of current market conditions in Asia ex Japan
How does a portfolio manager deal with something as impactful but as uncertain as the coronavirus? What will the long-term impact be on stocks?
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Asia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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Asia Quarterly Bulletin Winter 2020
The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.
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Exports’ dependence to China and Asia of more than 70 countries
The Coronavirus is expected to have a significant impact at least on China Q1 GDP figure. This will affect many countries firstly through exports to China (including tourism). As shown in charts below and as expected, China’s share in total of exports is high for most of Asian countries particularly for South Korea, Hong Kong and Mongolia. Including Japan, share of exports to Asia for Asian countries is above 50% except for China, India, Sri Lanka and Kazakhstan.
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Another Breakthrough Year for China Bonds
The market made it into global indices but also broke records for defaults in 2019 and is facing uncertainty from the coronavirus: we take stock for 2020.
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Multi-asset allocation views: Could Japan outperform other equity markets?
Sunil Krishnan argues that low expectations among domestic and global investors are reflected in Japanese equity valuations, creating an opportunity for the asset class to play catch-up with the rest of the world.
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Blog: China themes for 2020 – growth and policy (2/2)
What to expect economically from superpower China in 2020? In the final part of this two-part series, senior economist Chi Lo discusses the outlook for inflation, growth and central bank policy.
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Blog: A scenario analysis for China’s 2020 outlook
Although recent data from China points to a broad-based recovery, downside risk to growth remains since business confidence has not returned and liquidity has not bounced back solidly yet.
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Real Estate Outlook Asia Pacific – Edition 4, 2019
Rise in yield spreads to spur investment interest
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A class apart: emerging Asia’s fixed income market
Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.