All Asia Pacific articles – Page 4
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White papersAPAC investors should look west for real estate
APAC investors: look west not east for real estate opportunities.
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White papersUnlocking hidden potential
Real estate markets in the US and Asia Pacific are behaving differently today, with potential dislocation in the former due to higher interest rates, and steadier fundamentals in the latter.
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White papersImproving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papersThe Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
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White papersInvesting in Asian new economy real estate
The global real estate market is well known for its compelling characteristics, offering long-term, stable yields to institutional investors. However, with continued economic and geopolitical uncertainty, as well as a complex global interest rate environment, it is increasingly important that investors choose the appropriate markets and sectors to maximise their returns.
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Asset Manager NewsNozomi Energy Wins Two Projects In Japan’s First Long-Term Decarbonisation Capacity Auction
Nozomi Energy, a Japan-focused renewables platform established by Actis, is delighted to announce its selection as one of the winning companies in Japan’s first ever Long-term Decarbonisation Capacity Auction, securing two Battery Energy Storage System (BESS) projects, each with an initial installed capacity of close to 200MWh.
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White papersEmerging markets are gaining interest
“In the search for equity opportunities, Emerging Markets may offer appealing valuations and exposure to long-term growth opportunities.”
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White papersKorea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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White papersAsia-Pacific real estate market outlook Q2 2024
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
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White papersA burgeoning force in the global economic order
Asia’s future looks bright. It has some of the world’s fastest growing economies and some of the most innovative companies globally. Dominic Howell caught up with David Perrett, Co-Head of Asia Pacific Equities, to discuss Asia’s growing importance in the global economy – and why he is excited about the prospects for Asian equities.
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White papersAmundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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White papersThe Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papersQ1 2024 - Asia Pacific Market Perspective
Markets Moving Out of Sync, Rate Cut Expectations Recede, Noise And Volatility To Continue
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Asset Manager NewsActis Backs Solar Platform Argo Energy In First South Korean Energy Investment
Actis, a global investor in sustainable infrastructure, has completed its investment into Argo Energy, a South Korean renewable energy platform focused on the development of small utility scale and rooftop solar.
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White papersChina: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
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Asset Manager NewsActis Backed Nozomi Energy Significantly Expands Solar Portfolio To Reach 100MW Milestone
Actis, a global investor in sustainable infrastructure, has announced that its Japan-focused renewables platform, Nozomi Energy, has reached an operational project portfolio of 100MW within just 10 months of operation. The portfolio company reached this milestone in renewable generation capacity following a series of acquisitions, including a 70MW solar project in Tochigi and another solar project in Chiba.
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White papersPowerhouses of growth in South-East Asia
As we look into 2024, we like countries and sectors with dominance in either local macro strength or global exports. We already discussed India in our previous insight. Our two other country overweights are Indonesia and the Philippines. We outline the reasons why in the latest instalment of our outlook series on Asia equities.
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White papersAsian IT: the global AI enabler
The information-technology sector in Asia is entering a very exciting stage. Profound disruptive change powered by generative artificial intelligence could reshape the world in the next 10 years, and Asian IT is the enabler. Technology hardware is our main pick among sectors in 2024 and the topic of the second in our four-part series on Asian equities.
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Asset Manager NewsPro-Invest Group Recipient Of Aareal Bank’s Largest Green Hotel Portfolio Loan In Asia-Pacific
Pro-invest Group a leading private equity real estate asset manager and investment firm and Aareal Bank AG, a leading international property specialist in the global real estate banking market, today announced a significant milestone in their commitment to sustainability and environmental stewardship.
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White papersAsia Pacific Market Perspective - Q4 2023
New Year, Familiar Themes - Rate Cuts Expected, but Opinions on Speed and Magnitude are Wide
