All Asia Pacific articles – Page 2
-
BlogThe BoJ’s Leap of Faith on the Road to Normalisation
A hawkish Bank of Japan lifted its policy rate and announced quantitative tightening at its July 2024 meeting.
-
VideoBeyond China: exploring Asia’s equity landscape
In this video, Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
-
White papersAsia’s New Balance: High-Yield Market Offers More Diversity, Lower Risk
After a turbulent few years caused by the shakeout in China’s property sector, the Asia high-yield bond market has found a new equilibrium based on sound fundamentals, attractive valuations and strong returns. We think it’s time for investors to consider its growth potential and diversification benefits.
-
Asset Manager NewsActis’ Southeast Asia Renewables Platform Levanta Makes First Thailand Investment With 139MWp Operating Solar Portfolio Acquisition
Levanta Renewables (“Levanta”), Actis’ (a leading sustainable infrastructure investor) renewable energy developer and independent power producer in Southeast Asia, has announced the acquisition of a 90% controlling shareholding in a 139.4MWp operating solar project portfolio in Thailand.
-
White papersCan China continue its EV dominance?
2023 was a record year for electric vehicles (EVs): global sales neared 14 million, reaching 18% of all cars sold. To put things into perspective, over 250,000 EVs were sold every week in 2023, which was more than the number sold in a year just a decade ago.
-
White papersReal Estate Outlook – APAC, Edition May 2024: Easing into a recovery cycle
APAC macro performance has been resilient in recent quarters despite much tighter monetary conditions. Since December 2023, Oxford Economics has upgraded its 2024 growth forecasts twice and the positive revision was broad-based across most countries.
-
VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
-
Asset Manager NewsActis Launches New Asian Data Centre Platform, Epoch Digital
Actis, a leading global investor in sustainable infrastructure, has announced the launch of Epoch Digital, a new integrated data centre platform in Asia with a current portfolio under development offering c.200MW of IT capacity across three identified projects and a strong pipeline for future growth.
-
White papersChina: The Comeback Kid?
Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?
-
White papersThe Changing Asian Landscape – Part 3: China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
-
White papersPursuing performance A compelling case for Asian real estate
Having experienced one of the most chal lenging cycles in recent memory, real estate investors must surely be looking forward to green shoots in the market. Although the interest-rate trajectory of major economies stands at a crossroad, there are early signs of transaction volumes and capital markets activity recovering progressively.
-
White papersWhy Asia Now
Very simply, a compelling case can be made for having an Asian real estate allocation in global investor portfolios.
-
White papersAPAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
-
White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
-
White papersImproving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
-
White papersThe Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
-
White papersInvesting in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
-
White papersTwo China Questions
In this issue of Sinology, Andy Rothman offers his perspective on two key questions.
-
Asset Manager NewsNozomi Energy Wins Two Projects In Japan’s First Long-Term Decarbonisation Capacity Auction
Nozomi Energy, a Japan-focused renewables platform established by Actis, is delighted to announce its selection as one of the winning companies in Japan’s first ever Long-term Decarbonisation Capacity Auction, securing two Battery Energy Storage System (BESS) projects, each with an initial installed capacity of close to 200MWh.
-
White papersEmerging markets are gaining interest
“In the search for equity opportunities, Emerging Markets may offer appealing valuations and exposure to long-term growth opportunities.”
