All Asia Pacific articles – Page 20
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White papers
The Case for China Logistics
China’s logistics sector is anchored by the country’s large population and economic base, and its domestic long-term fundamental growth drivers, despite the rise of global trade protectionism.
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Asset Manager News
Deka Immobilien leases 8,300 m in Australia
Deka Immobilien has concluded a new lease agreement for nearly 8,300 m² of office space in Melbourne, Australia. The co-working provider JustCo, Singapore, secured its largest space in Australia under this agreement. The office and commercial building at 15 William Street, which offers around 42,000 m² of space, is now fully leased.
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White papers
Responsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
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China's Century? The Economic Giant's Next Act
Promising future if current efforts result in a sturdier and more sustainable economy.
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White papers
Southeast Asia poised to gain from trade wars
Domestic manufacturers in Southeast Asia are likely winners in the trade war and from a trend among multinationals towards reducing dependence on China.
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White papers
Risk-on for Southeast Asian bond markets
Local currency debt markets in Southeast Asia have enjoyed a sharp turnaround in fortunes and their upward momentum is supported by improving economic trends.
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White papers
New technology is reshaping Asia beyond China
Innovation is rapidly transforming the economies of Southeast Asia and the behaviour of its young and increasingly wealthy populations.
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White papers
How to Approach a More Accessible Chinese Equity Market
As China continues to open up its capital markets to international investors and its representation in the global equity opportunity set expands, there is no doubt that investors are on the cusp of an exciting chapter for Chinese equities. Historically a closed asset class, China A-shares have become more accessible to global investors as the Chinese government introduced a number of measures to encourage foreign participation.
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White papers
Multinationals race to tap Asia’s conspicuous consumers
Western corporations are well placed to profit from Asia’s rapidly growing consumer wealth.
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White papers
Japan’s strengthening fundamentals go unnoticed
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
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White papers
Does it matter if China gets old before it gets rich?
Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.
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White papers
H1 2019 - Emerging Markets Charts & Views: Seek opportunities, but be aware of short-term volatility
Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.
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White papers
Developments in China’s balance of payments and implications for the RMB
Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.
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White papers
Chinese consumers: your country needs you
Consumption now accounts for over half China’s economy, but spending is decreasing
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White papers
Weightlifting China - how big will it get?
In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.
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White papers
India: Rupee Faces Significant Risks from April Elections
Indians go the polls in April to elect a new leadership. Can Prime Minister Modi’s party win an outright majority or will India have a coalition government?
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White papers
Market Perspectives - Patience is a virtue
Sunny spots are rare this winter. Economic data in in Europe and China have continued to underwhelm. Key euro area indicators including PMIs, Ifo and Sentix are at multi-year lows, following a sharp contraction in industrial production in Q4. China reported a slump in trade and the slowest annual growth in three decades.
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White papers
Asia Real Estate Market Outlook - February 2019
We believe domestic drivers should sustain the APAC region’s economic growth in 2019 despite external headwinds to developed economies Residential is expected to deliver the highest total returns in 2019 as growing institutional interest is likely to drive yields lower Logistics is forecasted to provide consistent returns of ...