All China articles – Page 11
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White papers
*A 3-D outlook for Asia & China equities – domestic, digitalisation, diversification*
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to an effective control of the pandemic. Asia is again the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, the largest economy in the region, continues its structural transition toward higher quality growth. In our view, the stage is set for Asian and Chinese equities to do well again this year.
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White papers
Chinese New Year: How Investors Might Navigate Markets In The Year Of The Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out like a bull in a china shop? Read their outlook.
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White papers
China to exert greater financial discipline in 2021
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy.
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White papers
China’s strategy supports a bullish view on emerging Asia
China’s economic policy focus on domestic and, by extension regional, growth argues for a bullish view on Asian emerging markets in the face of the far-reaching effects of the COVID-19 pandemic.
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Asset Manager News
GLP Establishes $675 Million China Value-Add Real Estate Fund
Fund will invest in modern logistics assets in GLP Park Lingang in Shanghai, the biggest and most advanced port-based logistics park in China
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White papers
China Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
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First in, first out: what next for China?
As China emerges from the disruption wrought by the Covid-19 pandemic, we consider our outlook for the world’s second-largest economy. China is embarking on an ambitious strategy to transition its economic model, while also attempting to drive more sustainable practices.
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White papers
Emerging woes
China and India are jostling for greater geopolitical influence, within the emerging world and beyond. Their ambitions are manifold. For instance, China aims to lead the world in AI technology, India to take China’s manufacturing mantle. But over the long run, they won’t achieve their aims through armed conflict on some high Himalayan glacier.
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White papers
Technology: One World, Two Systems
In this issue of Trends Reinforced, Chetan Sehgal explains why the global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains.
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White papers
China 2021 Outlook: Pandemic Fuels Momentum For De-Globalization, What’s Next?
The coronavirus sharpened the divide between China and the rest of the world in some aspects, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Michael Lai.
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Asset Manager News
Hines And Metropolitan Real Estate Equity Management Acquire Cold Storage Facility And Development Site In China’s Greater Bay Area
Hines, the international real estate firm, and a subsidiary of real estate funds managed by Metropolitan Real Estate Equity Management, “Metropolitan”, announced today that they have acquired a 33,800-square-meter cold storage facility and adjacent development site in China’s Greater Bay Area.
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White papers
Europe, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?
There are many pitfalls looming. Some concern China, the United States and Europe, while others are more targeted, notably on China or on the relationship between China and the United States. Some traps concern geopolitics (the Thucydides trap, the Kindleberger trap, the Herodotus trap, the Tacitus trap, the Chamberlain - Daladier trap and the cold war trap), while others deal with purely economic issues (the middle-income trap, the inflation trap, the stagflation trap and the debt trap).
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White papers
Investor’s Guide to the Second-Most Important Economic Challenge
After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
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White papers
Why this time may be different for Chinese equities
In the past, China’s stock markets were prone to boom and bust. After a rally that has seen the CSI 300 index rise by around 17% since March, David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, explains why this time may be different for China’s equity markets.
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White papers
China Property: Recovery From the COVID-19 Lockdown
After initial shocks, China’s property markets have regained strength. Strong home price growth and overheated land prices could attract policy intervention as regulators seek to instill a stable housing market, economy and financial system.
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White papers
A new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
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White papers
Why investors in China private equity might be missing out on most of the market
The domestic Chinese private equity market is developing faster than many international investors realise, but without the right fund structure investors may miss the best opportunities. We explain why.
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White papers
Investors Beware! Trump & Biden Agree On Something!
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
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White papers
Revisiting the case for investing in China real estate: Focus on fundamental and secular trends
Just a few years ago, there was more optimism around China’s economic outlook – an extended (though moderating) growth cycle, an ambitious Belt and Road Initiative, and a visionary goal of “Made in China 2025” – made the country a target for global investors.
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White papers
China: 6 reasons why - it poses a unique portfolio optimisation opportunity now
The second largest economy globally – China – is forecast to overtake the United States as the world’s largest economy by 2030