All China articles – Page 17
-
White papersChina-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
-
-
White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
-
White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
-
White papersAsia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
-
White papersThree Emerging Opportunities (Almost) Nobody’s Talking About
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to find them. Here are three themes we think deserve a bigger spotlight.
-
White papersCross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
-
White papersHow China rules the waves
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
-
White papersCross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
-
White papersRebalancing China: Reality, outlook and opportunities in Real Estate
Much has been touted about China rebalancing into a consumer-based economy, and indeed, a quick search of the terms “China consumption” on the internet reveals more than 130 million results.
-
White papersGlobal Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
-
White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
-
White papersLuxury retail real estate: poised for growth or close to the limit?
The retail real estate sector is increasingly polarised between secondary locations and shopping destinations with a luxury profile. This divergence reflects two factors: the increasing significance of e-commerce and the growth of luxury shopping tourism. Can we expect this trend to continue?
-
White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
-
White papersTrump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.
-
White papersCan Beijing tame China’s housing bubble?
House prices in China have soared over the last 12 months, prompting fears of a property bubble. The government is trying to tackle the problem – but has it moved too late to avert a crisis?
-
White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
-
White papersOn China: Observations on the effervescent residential market
A recent headline in the Chinese local media raised eyebrows with regards to the frothy nature of China’s housing market, when a prominent local developer priced its latest residential product launch in an upscale district of Shanghai at an astronomical RMB 300,000 per square meter (approximately USD 4,200 per square feet).
-
White papers
APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
-
White papers
European Real Estate Quarterly: Q1 2016
Towards the end of 2015 and into Q1 2016 there have been an increasing number of commentators speculating that the world economy is on the cusp of a new recession, triggered by slowing emerging market economies.
