All Asia Pacific articles – Page 2
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White papersHow Value‑Up Reforms Are Reshaping Asian Equity Opportunities
Asian jurisdictions are enhancing their corporate governance and equity market frameworks.
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White papersAsia and EM equities lead
Since the start of the year, Asian indexes are leading equity markets, with the MSCI Asia Pacific registering its best performance relative to the S&P 500 since 2000. This outperformance is linked to robust demand for semiconductors and AI-related components, confirming a rotation of investors’ interest from companies with a high level of AI investment to companies that control scarcity inside and outside of the IT sector: critical chips and memory, power equipment, grid infrastructure, thermal management.
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Asset Manager NewsMTerra Solar Phase 1 Now Synchronised and Energised with the Luzon Grid
Pasig City, Philippines, 14 February 2026: Meralco PowerGen Corporation (MGEN), through its affiliate Terra Solar Philippines Inc. (MTerra Solar), has successfully completed the initial grid synchronisation and energisation of the MTerra Solar project – a critical achievement that confirms system readiness and safe connection to the Luzon grid.
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White papersRebuilding diversification: China, Asia and the next opportunity set
After three strong years for diversified portfolios, investors are reassessing what ‘balanced’ means in 2026: US leadership resilience, China’s shift from valuation to fundamentals, and geopolitics reshaping currency layers.
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Asset Manager NewsCPOF acquires interest in The O’Connell Precinct, a 5-building consolidation of financial core Sydney CBD sites, totalling 6,200sqm of land and 60,000sqm of lettable area
CPOF is pleased to announce the successful acquisition of a 50% tenants in common interest in The O’Connell Precinct (the Precinct) for $529.5 million. The acquisition is being funded via a joint venture (JV) between CPOF and the Charter Hall Group (“Charter Hall” or the “Group”) and represents a rare opportunity for CPOF to add a landmark asset to its market-leading office portfolio.
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Asset Manager NewsHeitman and Erben to Develop Western Australia’s Largest PBSA asset in the core of Perth CBD
Heitman LLC (“Heitman”) and Erben, an Australian property development and investment firm, today announced the joint acquisition of Lot 19 at Perth City Link from the Western Australia State Government.
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White papersAsia ex-Japan Equity: Letter to Investors
The Strategy’s performance last year was boosted by the stellar performance of South Korean stocks – the best performing large equity market in the world in 2025. In our Letter to Investors, we discuss how we are responding to the rally and whether there is still value in our South Korean holdings.
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White papersFoundations for securing Australia’s net zero future
Australia stands at a critical juncture in its infrastructure journey. As the world grapples with climate change, shifting geopolitical realities, and rapid technological advancement, Australia’s infrastructure sector is uniquely positioned to lead. With a robust economy, abundant natural resources, and a mature investment environment, the nation offers compelling opportunities for both domestic and international investors.
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White papersAsian Credit Outlook 2026: Finding opportunity beyond the cycle
Asian credit enters 2026 supported by a constructive combination of technical factors and gradually improving fundamentals. Accommodative funding conditions across the region, disciplined issuance and sustained investor demand have underpinned the market’s recovery since late 2023. Valuations continue to offer a meaningful income cushion relative to global peers, while improving credit metrics have expanded the opportunity set for selective investors.
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Asset Manager NewsHeitman Acquires Nine Asset Residential Portfolio in Fukuoka, Japan
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the acquisition of a nine-asset residential portfolio in Fukuoka, Japan.
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Asset Manager NewsHeitman Acquires Tosu Central Distribution Center in Fukuoka Logistics Hub
Heitman LLC (“Heitman”), a global real estate investment management firm, today announced the acquisition of the Tosu Central Distribution Center (“Tosu Central DC”), located within one of Kyushu’s prime logistics hubs.
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White papersQ1 Real Estate APAC Quarterly Spotlight
The lowdown on all that is meaningful in Asia Real Estate
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White papersLiquidity returning to Asia-Pacific real estate markets
With interest rates stabilizing and asset repricing creating new entry points, liquidity is returning to Asia-Pacific real estate. Nuveen Real Estate’s Louise Kavanagh and industry leaders discuss where they see the most compelling growth potential—from Japan’s multifamily and senior living sectors to opportunities in Korea and selective Chinese markets. Explore how rate normalization, trade policy shifts and evolving capital allocation trends are reshaping the regional landscape.
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White papersManaged rivalry, emerging opportunity – China’s equity renaissance
China’s economy and equity market are entering a new phase, powered by Technological advancements, electrification and world-class supply chains. Beneath the structural change lies a broad and attractive range of opportunities for investors willing to look beyond old stereotypes.
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White papersAsia Pacific real estate outlook – Edition 2025/26
When the Trump administration fired off its tariff salvoes in April, Asia was on the front line. Since then, however, some of the smoke has started to clear. Although the past few months have been a volatile mix of tariff ramp-ups, retreats and trade deals, a truce of sorts appears to be holding – for now, at least.
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White papersChina’s lithium crackdown and electric vehicle price wars: What investors need to know
The boom years are over. Beijing’s crackdown on low-grade lithium, loss-making battery plants and fragmented EV brands signals a new era of discipline. For investors, the question is: who thrives when growth gets disciplined?
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VideoWhat’s top of mind for you when it comes to investing in APAC today?
Two words. Big impact. What’s top of mind for you when it comes to investing in APAC today? With Yian Wang, AEW APAC CIO
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White papersWhy investors are moving in on South Korea’s rental boom
With swelling rental demand in key Asia Pacific cities, the residential landscape continues to grow for institutional capital, providing the opportunity to help increase high quality housing supply and benefit from the attractive potential risk-adjusted returns that the sector can offer.
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VideoWhy invest in Asia-Pacific Real Estate?
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
