All China articles – Page 16
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White papers
Magnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
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White papers
Global Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
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Cross Asset Investment Strategy: May 2018
While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing.
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Global Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
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White papers
Economic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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Can Investors Make Money in a US–China Trade War?
President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets.
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Ten key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
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Is a pivotal change in the Chinese economy hiding in plain site?
With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.
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House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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Why China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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White papers
Global Market Outlook for 2018: An End or a Beginning?
2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors.
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White papers
Weightlifting China - how big will it get?
In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.
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White papers
The "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papers
CHINA: 19th party congress and beyond
What are the key takeaways from the 19th Party Congress?
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White papers
Emerging Market Debt Ratios – Opportunities And RiskEmerging Market Debt Ratios – Opportunities And Risk
In general, emerging market governments learned important lessons from the crises of the 1990s, resulting in a more cautious approach towards fiscal excesses and external debt exposure, as seen for example in Turkey, the Philippines, Indonesia, Mexico and Brazil. That allowed emerging markets as a whole to better weather the 2008/9 global financial crisis, while developed market peers faced a strong jump in debt/GDP ratios.
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White papers
China: A Green Giant in the Making
China is dropping its focus on “dirty” industrial growth, while making a massive shift toward renewable energy and a less resource-intensive path to economic success. This reorientation could open up substantial opportunities for equity investors.
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White papers
Asia’s ‘great moderation’ holds promise for equities
Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.
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White papers
China’s upcoming National Congress and the outlook for investors
China’s biggest political event this year, the 19th National Congress, takes place in October or November. In the run-up to the event, the government is maintaining a stable stance that should minimise risk and support investor appetite.
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White papers
APAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papers
Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.