All Asia Pacific articles – Page 21
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White papersNew 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 papersHow 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 papersMultinationals 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 papersJapan’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 papersH1 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 papersChinese consumers: your country needs you
Consumption now accounts for over half China’s economy, but spending is decreasing
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White papersIndia: 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 papersMarket 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 papersAsia 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 ...
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White papersChina more appealing based on progress in trade negotiations
The recent statements following the bilateral meetings between the US and China suggest that important progress has been made, and more details are emerging compared to the quiet early January round.
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White papersAsian Equities: US-China relationship to remain critical
Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.
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Asset Manager NewsPATRIZIA grows Asian network with acquisition of Japan-based Kenzo Capital Corporation
PATRIZIA Immobilien AG, the global partner for pan-European real estate investment, has acquired the business of Kenzo Capital Corporation, the Tokyo-based real estate advisory and asset management firm, as well as the fund management and placement activities of Kenzo Japan Real Estate GmbH.
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White papersCore Matters - Leveraging on “Made in China 2025”
Since its access to the WTO in late 2001, China has seen a stellar rise of its economy, managing to raise its nominal GDP eight-fold and to become the largest export economy in the world. Its exports shares in several products, especially in computers or mobile phones are beyond 80% of world exports and in a multitude of other items, the country also plays a dominant role.
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White papersGlobal Perspectives: 2019 Outlook
The new year brings new challenges and new opportunities for investors. The investment professionals of Principal Global Investors look at the regional macroeconomic outlooks and examine the major asset classes.
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White papersPost-G20 Market Implications for U.S. – China
The G20 meeting yielded the U.S.-China trade war cease-fire and the Russia-Saudi Arabia pact to curb oil output. How will they pan out in 2019?
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Asset Manager NewsUBS Asset Management and APG Asset Management establish a new real estate investment club focused on the Japanese multi-family market
The Japan multi-family investment club has secured USD 175 million commitment from APG Asset Management as a strategic partner The strategy seeks to capitalise on the compelling supply-demand dynamics in key Japanese multi-family sub-markets predominantly through a build-to-core strategy
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White papersCross Asset Investment Strategy Special Edition: Outlook 2019
With late cycle features continuing to materialise and a higher level of vulnerability developing due to the uncertain geopolitical backdrop, 2019 will require investors to embrace a more prudent approach, despite the benign global economic outlook.
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White papersFrom G20: Short-Term Relief, But It Is Not The Final Word On Trade Disputes
The latest G20 demonstrates some temporary progress in the US/China relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranche of tariffs for the rest of US imports from China ($267bn) is also further delayed, at least. China has found the right entry point to give some concessions to the US on sensitive topics for President Trump.
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White papersReal Estate Summary: Edition 4 2018
Real estate capitalization rates and yields are levelling off and rents are growing in most markets. There are multiple risks, including the steady escalation of the US-China trade war. We expect advanced economies to slow in 2019 but still remain in growth mode. New government policies increase the risk of error as central banks withdraw stimulus.
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White papersGlobal Trade War: Where Do we Stand Now? What Impacts?
A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the trade dispute between the two countries and on the potential impacts of a trade war.
