All Asia Pacific articles – Page 9
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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.
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White papersStagflation 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 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.
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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
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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.
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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.
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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.
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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.
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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.
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White papersCrouching Tiger, Hidden “Rabbit”
Read more on how 5G technology plays a pivotal role in the Chinese live-streaming e-commerce market.
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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.
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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.
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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.
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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?
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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.
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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.
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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. ...
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White papersAsia Pacific Market Perspective 04 2022
Asia Pacific Growth Positive In 2023, Benefit Of China Re-Opening To Be Visible By Q2
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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.
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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.
