All Asia Pacific articles – Page 18
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White papersIs 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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White papersPreliminary observations on the potential impact of Covid-19 on Asia Pacific real estate
MACROECONOMIC ENVIRONMENT
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White papersFundamentals: 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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White papersAsia 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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White papersAsia 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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White papersExports’ 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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White papersAnother 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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White papersMulti-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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White papersBlog: 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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White papersBlog: 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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White papersReal Estate Outlook Asia Pacific – Edition 4, 2019
Rise in yield spreads to spur investment interest
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White papersA 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.
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Asset Manager NewsSC Capital Partners Secures Prime Asset In Parramatta
SC Capital Partners, on behalf of its SCORE+ Fund has exchanged binding contracts to purchase Two Wentworth Street, Parramatta for A$105.3 million.
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White papersAsia bonds: tactical value for a long-term opportunity
Asian debt exhibits robust fundamentals and bright long-term prospects, with attractive yields.
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White papersGlobal Environmental Opportunities: transforming sustainable investment
Kanpur in northern India is known as the Manchester of the East. Located on the banks of the Ganges river, it is home to various heavy industries, including leather, chemicals and fertilisers. But, unlike its English twin, the Indian city’s economic heft brings enormous side-effects.
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White papersAn alternative approach to investing in Japan Inc
Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach.
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White papersStaying positive: why Asian fixed income makes sense in the face of rising uncertainty
It’s hardly surprising that the uncertainty associated with the on-again, offagain U.S.-China trade talks has continued to weigh on market sentiment. As of this writing, discussions appear to be progressing in a constructive manner—just like they did in July. But we know from our experience this past summer that a high level of unpredictability remains: these negotiations could collapse or gain traction at a moment’s notice.
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White papersChina’s Growth Tremors: Risks, Opportunities And The Road Ahead
Economy: soft landing and light policy support. In terms of Chinese growth, we see the rate continuing to slow. Chinese GDP growth rose 6.0% in the third quarter of 2019 (Chinese authorities forecasted a range of 6.0%-6.5% YoY), the slowest pace since the early 1990s. Moving into 2020, we do expect that the new growth target will be set around 6.0%, if not lower, at between 5.5% and 6.0%, and our current forecast is confirmed at 5.8% YoY.Exports unsurprisingly have been weak, private capex has slowed notably, and public infrastructure has not picked up as expected. Going forward, we expect public infrastructure capex to accelerate, and the tight real estate policy stance to potentially moderate. Chinese policy mix remains stimulative, though in a very limited way so far and far away from the massive stimulus implemented in recent years.
