All Asia Pacific articles – Page 20
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White papersThe outlook for Asia Pacific Real Estate Securities
Etsuro Akiyama is interviewed by Takahiro Ueno about his strategy and the prospects for exploiting the region’s real estate potential
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White papersStructural Trends Supporting Asian Equities
There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.
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White papersThe struggle for renewables in Japan
With most nuclear power still offline in Japan in the wake of the Fukushima disaster, the country is unlikely to meet its target to reduce its greenhouse gas emissions unless it ramps up its renewable energy capacity. Engager Haonan Wu examines the challenge.
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Asset Manager NewsPGIM Real Estate Sells Toyobo Building In Osaka, Japan
PGIM Real Estate has sold Toyobo Building, a 12-story high-rise office building located in Osaka, Japan, on behalf of its investors. PGIM Real Estate is of PGIM, the US$1.4 trillion global investment management business of U.S.-headquartered Prudential Financial, Inc. (NYSE: PRU).
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White papersWhy this time may be different for Chinese equities
In the past, China’s stock markets were prone to boom and bust. After a rally that has seen the CSI 300 index rise by around 17% since March, David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, explains why this time may be different for China’s equity markets.
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Asset Manager NewsSLP Announces 335,000 SQM of Strategic Land Bank Acquisitions in Vietnam for Development of Modern Logistic Assets
Venture will initially focus on two largest markets, Greater Hanoi and Greater Ho Chi Minh City and surrounding provinces, and marks GLP’s entrance into Southeast Asia
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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?
