All Asia Pacific articles – Page 7
-
People NewsRai Katimansah joins SC Capital Partners as Managing Director
SC Capital Partners Group (“SC Capital Partners”) has hired Mr. Rai Katimansah as Managing Director.
-
White papersAll 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.
-
White papersWill 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?
-
White papersAsia 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.
-
White papersChina’s Reopening Bodes Well for Asian Fixed-Income Markets
Markets have responded warmly to China’s easing of its zero-COVID policy, although it’s not clear yet how quickly or smoothly the country’s economy will recover. While some bumps in the road are likely, we expect China’s reopening could lead to further gains in Asian credit and currencies in 2023.
-
White papersCrouching Tiger, Hidden “Rabbit”
Read more on how 5G technology plays a pivotal role in the Chinese live-streaming e-commerce market.
-
White papersAPAC: Opportunities to counter Western volatility
There is a growing consensus that the Asia Pacific is emerging as a relatively safe harbour in these turbulent times. Price pressures are relatively subdued in most of Asia, which suggests that central banks may not follow Western economies with aggressive rate hikes.
-
White papersAPAC “Value tracks” and “value traps” in APAC
Population growth and changing lifestyles have increased the propensity to rent amongst urbanites. While the national population of Japan is declining, positive net internal migration has been driving population growth in key cities.
-
White papersFirmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
-
White papersChina’s structural growth - From opportunities to challenges with risks
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one of growth challenges, characterised by reform fatigue, resistance to change and diminishing returns on investment. Looking ahead, what will drive China’s long-term growth?
-
White papersAsian credit outlook: a bright spot in 2023
After 2022 marked one of the worst years on record for fixed income, Asia is expected to be the world’s bright spot in 2023. We believe Asian credit reached a bottom in early November 2022 and is now on the ascendent due to China pivoting away from its zero-Covid policy and back towards a pro-growth stance, as well as the emergence of clear US disinflationary trends.
-
Asset Manager NewsPATRIZIA, together with Mitsui, launches new flagship strategy for sustainable infrastructure investments in APAC
PATRIZIA launches its largest-ever infrastructure strategy dedicated to the Asia-Pacific market.
-
White papersChina’s Growth and Policy Priorities Pave New Paths to Equities
From COVID lockdowns to a property crisis, China’s economy suffered major shocks in 2022. But as the world’s most populous nation rapidly reopens its economy, we believe China will present attractive opportunities—particularly for investors who are prepared to understand its nuances.
-
White papersChina: back to pragmatism
2022 ended in an abrupt fast-track reopening. In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies. We expect the Chinese economy to be separated from the global slowdown in 2023, accelerating from a low base. ...
-
White papersAsia Pacific Market Perspective 04 2022
Asia Pacific Growth Positive In 2023, Benefit Of China Re-Opening To Be Visible By Q2
-
White papersBeyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
-
White papersIndia’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
-
White papersChina enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
-
White papersHas China broken the ‘doom-loop’? An Asia credit perspective
The confluence of disinflationary trends taking hold in the US, and a decisive turn in Chinese policy, has broken the doom-loop for Chinese assets and Asian credit which has plagued markets since the third quarter of 2021.
-
White papersChina stocks rally on property support and Biden-Xi meeting
Investor appetite for shares and bonds has recovered following news Beijing is ramping up support for the real estate sector.
