All Asia Pacific articles – Page 8
-
Asset Manager NewsUnveiling Sydney’s Newest Boutique Gem: Hotel Indigo Sydney Potts Point
Pro-invest Group has unveiled details of its newest property - Hotel Indigo Sydney Potts Point.
-
White papersPrimonial Reim Germany Perspectives
The issue of energy shortages has (for the time being) disappeared from the public debate, and the bottlenecks in global supply chains, especially between China and Europe, have largely been resolved.
-
White papersESG Thema #12 - Responsible Investing in Asia: Outlook 2023
Asia, home to 60% of the world’s population and one of the fastest growing economies, which account for over half of the world’s greenhouse gas emissions, has its distinct challenges both in terms of economic development and transition towards an inclusive low-carbon economy.
-
White papersSMAs 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.
-
White papersWhy 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.
-
White papersIndia 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.
-
White papersHealthcare-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.
-
White papersFinancial 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?
-
White papersAsia 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.
-
White papersChina’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.
-
-
White papersStructural 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.
-
White papersStagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
-
White papersISA 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.
-
Asset Manager NewsGLP Capital Partners maintains strong fundraising momentum across strategies in 2022
$12.3 billion in equity commitments raised across real asset and private equity strategies
-
White papersChina 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.
-
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 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.
