All Asia Pacific articles – Page 28
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White papersAPAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papersDynamic Asian fixed income market continues to drive strong returns
The Asian fixed income market has had a fantastic three-year total return performance.
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White papersSouth Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
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White papersHong Kong faces an unstable future
China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.
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White papersThailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
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White papersIs China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
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White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
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White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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White papersPalm oil, the environmental dilemma
Palm oil, used mainly and on a massive scale today by the agri-food and cosmetic industries, is severely criticised.
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White papersValuations and Volatility Test Equity Investors
It’s been a really good year for equities so far. Paradoxically, this is sowing the seeds of anxiety. Valuations are higher, so people are worried about a correction. Subdued volatility has stoked fears of renewed turbulence.
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White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
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White papersAsia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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White papersThree Emerging Opportunities (Almost) Nobody’s Talking About
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to find them. Here are three themes we think deserve a bigger spotlight.
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White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
