All Asia Pacific articles – Page 18
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Investing in the first in, first out theme: opportunities in Asia
The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the pandemic and supported by fiscal and monetary actions. Strong fundamentals pave the way for a strong catch-up in Asia, driven by China.
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Perspectives on Emerging Markets Investing
The first half of 2020 witnessed an unexpected shock that unsettled markets around the world and abruptly ended a 10-year, record-long expansion. Emerging market (EM) economies—profoundly distinct and at different stages of development—have weathered the COVID-19 storm better than expected, yet many face longer-term headwinds.
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APAC Real Estate Outlook
The APAC region was the first to be affected by the COVID-19 outbreak at the start of 2020, highlighting the downside impact of the pandemic on economies, particularly tourism arrivals and manufacturing. With the outbreak having evolved into a global pandemic, a recession scenario appears likely for the five developed APAC economies this year. These markets, however, are expected to recover relatively quickly from 1H 2021 onwards (see Figure 1), benefitting from their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support. This should help bolster investment sentiment in the APAC region.
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Asian Credit Remains Firmly Investment Grade
Spread-widening in the Asian credit markets due to COVID-19 is understandable, but we believe it overstates downgrade and default risks, and represents an attractive value opportunity for long-term investors.
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Asia ex-Japan Strategy Update: June 2020
The current economic environment is in many respects unprecedented. In the last century, perhaps with the exception of the world wars, almost all financial crises have been ‘financial’ in nature. Today’s crisis is different: it is not just about ownership or claims on assets, it is a public health crisis. When the coronavirus pandemic eventually recedes, what will a recovery in equities look like?
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Thriving Amid Volatility: Perspectives on Asian Credit
While the majority of global markets have experienced volatility, the Asian fixed income market continues to remain resilient. What are the key factors that allow the region to thrive? As the leader in global supply-chain manufacturing, what does the future hold for the region?
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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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