All Asia Pacific articles – Page 3
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White papersChina: a trot, not a gallop – so far
China’s stock market has lagged peers this year. Why has the country been left behind?
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White papersCIO Weekly: Japan Shows Resilience
Japan’s energy import dependence makes it one of the conflict’s more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive.
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White papersMiddle Eastern Conflict and Implications for Asian Energy Policy
Asia, including developed markets such as Japan and Korea, is hit hardest by the Middle East energy supply shock as Hormuz flows have largely ceased. ~90 per cent of exports were Asia-bound, and Platts Dubai/Oman now trades at a 10–20 per cent premium to Brent/WTI.
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Asset Manager NewsCharter Hall partners with Mitsubishi Estate Asia to develop 40,000sqm state-of-the-art industrial & logistics facility in Melbourne’s core inner-west
Charter Hall Group (Charter Hall or the Group) is pleased to announce that it has established a joint venture (JV) partnership between its $14 billion flagship industrial & logistics fund, CPIF, and Mitsubishi Estate Asia (MEA), investing through its affiliated entity, MEC Oceania Investment Pty Ltd.
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Asset Manager NewsCPIF welcomes Amazon as major tenant customer at Flagstone Logistics Estate in Brisbane
Charter Hall Prime Industrial Fund (CPIF), together with the Charter Hall Group are pleased to announce that it has partnered with Amazon within its Flagstone Logistics Estate (Flagstone or the Estate), joining Bunnings and DATS as a major tenant customer at the premium industrial & logistics estate in North Maclean, Queensland.
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White papersAsia and the energy shock
Asia is exposed to the Middle East conflict and the resulting rise in oil and gas prices. Most countries in the region are net energy importers (Malaysia is a notable exception). Even if the pass‑through to headline inflation remains limited, sustaining cost‑of‑living support to shield household purchasing power will be expensive for governments.
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Asset Manager NewsCharter Hall completes $50 million estate in Adelaide, 100% pre-leased to blue-chip companies
Charter Hall Group (Charter Hall or the Group) is pleased to announce the completion of its $50 million Edinburgh Logistics Park (the Estate), a new, purpose-built development at 10-30 Tappa Road, 25km north of Adelaide.
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White papersWeathering the storm: The resilience of Asian fixed income
Confronted with ongoing geopolitical tensions, we believe Asia’s fundamental strengths should underpin the resilience of its fixed income markets. Supported by strong current account balances and the support of the AI capex cycle, many Asian countries look set to weather the current storm relatively well compared to prior crises.
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White papersJapan’s Cold Storage Boom: A Flurry of New Investment
The Japanese logistics market has transformed drastically over the past 15 years, and investors have benefitted.
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White papersUnpacking Asia’s 2025 Sustainable Finance Playbook
Asia is stepping up as a focal point for ESG regulation innovation, demonstrated by a market-calibrated approach that is increasingly aligned with international standards.
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White papersAsia ex-Japan outlook 2026: A tale of two markets
China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026. In this three‑part video series, James Cook, Investment Director – Emerging Markets, outlines which sectors the Asia ex-Japan team think are poised to outperform this year, and how to navigate the risks ahead. Notwithstanding the recent Middle Eastern conflict-related EM sell-off, the team retains conviction in the potential for continued outperformance in 2026.
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White papersGalloping across the digital bridge: Rural Asia’s Fire Horse transformation
For years, the prevailing story about rural Asia was one of a stubborn digital divide; remote villages seemingly stuck far behind the glittering megacities. Today, that story is being rewritten, says Vikas Pershad, Portfolio Manager, Asia Pacific Equities. He reveals how, across Asia’s hinterlands, a digital bridge is rapidly connecting rural communities in ways few imagined possible.
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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.
