All Asia Pacific articles – Page 18
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White papersChina Property: Recovery From the COVID-19 Lockdown
After initial shocks, China’s property markets have regained strength. Strong home price growth and overheated land prices could attract policy intervention as regulators seek to instill a stable housing market, economy and financial system.
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White papersJapan: Policy continuity expected under Suganomics
Striving to consolidate power with a snap election, Mr. Suga vows continuity of Abenomics and hints at additional fiscal stimulus. Domestic politics aside, we expect global factors and positioning to play a key role for Japanese equities and currency.
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White papers“Doing good” increasingly differentiates Asian businesses
In Asia, as elsewhere, investors increasingly regard “doing good” as a source of competitive advantage leading to outperformance
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White papersFour ways to pick companies that can thrive beyond crisis
A set of all-weather principles for selecting stocks that will outperform over the long term, regardless of whether economies are buoyant or set for a long grind of slow growth
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White papersJapan: all eyes on the next Prime Minister
Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on 28 August 2020, before rebounding to close the day marginally negative. In the short-term we can expect downward pressure on the domestic equity market, while the yen appreciation as a result of political uncertainty will act as positive for non-JPY based investors.
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White papersSuganomics
Japan’s new prime minister could boost fiscal and growth strategies to secure his position ahead of the next general election, with a focus on digitalization and deregulation.
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White papersASEAN: 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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White papersJapanese employment: engaging for greater equality
Japan is renowned for its strong dedication to work and the country has one of the lowest unemployment rates in the world. Yet working hours are lengthy, there are two classes of employees and women are an underutilised force in the workplace.
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White papersMizuho Financial Group case study
Mizuho Financial Group has faced allegations from environmental non-profit organisations on its financing of fossil fuels and agribusiness’ activities that are linked to deforestation, peatland destruction and illegal labour exploitation especially in Southeast Asia.
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White papersInvesting in Emerging Markets Asia amid rising global tensions
With the United States and China locked in an increasingly heated rivalry, Europe must pick a side. What are the investment implications?
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White papersTraiana on the buy-side’s increasing adoption of post-trade technology
Head of Product Strategy for CME Group’s Traiana, Steve French, talks to HFM Asia editor Tom Duffell about the buy-side and post-trade technology.
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White papersAsian Real Estate – A Rare Combination of Higher Yield, Growth and Diversifications
Central Banks are expected to continue at a time when yield orientated assets are under yet more pressure, investors would be wise to re-assess the case for Asian real estate securities.
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White papersChina: 6 reasons why - it poses a unique portfolio optimisation opportunity now
The second largest economy globally – China – is forecast to overtake the United States as the world’s largest economy by 2030
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White papersReal Estate Outlook – APAC, Edition 3 – 2020
Slowdown in investment activity. What’s next on the horizon?
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White papersHong Kong-China Equities: Accelerating Areas of Opportunity
As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.
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White papersInvesting 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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White papersPerspectives 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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White papersAPAC 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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White papersAsian 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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White papersAsia 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?
