All China articles – Page 17
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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.
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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.
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White papersSpheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
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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?
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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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.
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White papersHouse View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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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?
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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.
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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).
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White papers
APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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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.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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White papers
Asia Pacific Real Estate Summary: Edition 1 2016
Macro conditions have generally stabilized across APAC relative to January’s low point, which was characterized by elevated financial market volatility, falling commodity prices and declining global trade which many regional markets depend on to support activity and jobs.
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White papers
Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
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White papers
UK Economy Overview
The UK finished 2015 ahead of many developed economies with the economy growing by 2.2%pa. Going forward Office for Budget Responsibility (OBR) forecasts close to the long-term average economic growth of 2.0% in 2016 and 2.2% in 2017.
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White papers
Perspective: Global Volatility, The Real Economy, and Real Estate
Bouts of financial market volatility likely to return
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White papers
China’s property market in transition
As China transitions to a service-based economy, this paper looks at the potential implications for commercial real estate and identifies which areas of the market are likely to prosper as a result.
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White papers
China Real Estate Market: Taking stock and looking ahead
Long-term structural gains in property sector dynamics amid ongoing noise and idiosyncrasies
