All Asia Pacific articles – Page 6
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White papers
Under the Macroscope: China’s consumption triangle—a possible trinity
China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.
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White papers
SMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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White papers
A period of change: emerging markets and Asia
After nearly a decade in the wilderness for emerging markets, we must ask ourselves, is this a dawn of a new era? Is this the decade for emerging markets?
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White papers
Why India: investing in the Indian subcontinent
Investment returns in the subcontinent have been Index returns since 31 December 1992 primarily driven by India since she liberalised her economy in 1991.
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White papers
India 5G: Data Is the New Oil
While India is set to overtake China to become the world’s most populous country in April as forecast by the United Nations, it is also keen to establish its position in the 5G landscape. Following rapid 5G deployment in China, the U.S. and other pioneering countries in 2019, India is now leading a new wave of 5G network rollouts. The government concluded its largest-ever spectrum auction in August 2022, and 5G services are already available in 13 cities.
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White papers
Healthcare-related real estate: attractions and challenges
There has been growing interest among APAC investors in alternative assets, including healthcare-related real estate such as life sciences property and retirement homes, reflecting strong long-run growth prospects in the life sciences industry and demographic trends. We investigate whether healthcare-related real estate sectors will offer significant opportunities for Core and Value-Add investors, or whether they will remain niche markets.
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White papers
Financial reform in China – A step forward, or backward?
In early March, at this year’s National People’s Congress, China’s leaders approved the State Council Institutional Reform Plan. It sets out to restructure government ministries and regulatory bodies to enhance policy and reform efficiency. For financial markets, the overhaul of the financial regulatory regime will be the main point of interest: Could it spell progress or regression in achieving a better outcome in the trade-off between stability and efficiency in capital allocation?
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White papers
Climate change: Ignore China at your own peril
China has a vital economic self-interest in tackling climate change according to Marcus Weyerer, Senior ETF Investment Strategist, and it is not by accident that in recent years the government has taken a global lead in the matter.
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White papers
Asia logistics property: A boost in return potential?
Asia Pacific e-commerce growth continues to outpace the rest of the world, supporting demand for more and modern logistics property in the region. Real estate price adjustments as well as emerging investment opportunities could further boost return potential.
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White papers
China’s Green Enablers Deserve a Place in Equity Funds
Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.
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White papers
Structural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.
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White papers
Stagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
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White papers
ISA Briefing: China’s great reopening
After nearly three years of enforcing a comprehensive approach to COVID-19, involving frequent testing, rigorous contact tracing and strict border quarantines, China unexpectedly ended its zero-COVID policy in early December 2022.
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Asset Manager News
GLP Capital Partners maintains strong fundraising momentum across strategies in 2022
$12.3 billion in equity commitments raised across real asset and private equity strategies
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White papers
China reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive. The main channels are through tourism, goods imports and commodity prices.
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People News
Rai Katimansah joins SC Capital Partners as Managing Director
SC Capital Partners Group (“SC Capital Partners”) has hired Mr. Rai Katimansah as Managing Director.
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White papers
All change in China, now it’s over to the consumer…
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater China & Asia/Global Emerging Market (GEM) Equities, underlines the positive implications for equity markets in 2023.
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White papers
Will China grow old before it grows rich?
China aims to become a high-income country. Can the world’s second largest economy achieve this without the favourable demographic tailwinds that helped shape the preceding four decades?
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White papers
Asia ex-Japan Equity: Letter to Investors - Outperforming us over the long term
In our annual Letter to Investors, Jonathan Pines, Lead Portfolio Manager, discusses the Strategy’s performance since inception in 2010.