All China articles – Page 6
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White papers
China stocks rally on property support and Biden-Xi meeting
Investor appetite for shares and bonds has recovered following news Beijing is ramping up support for the real estate sector.
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White papers
Party on: China’s congress that changed everything
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the positive actions taken by China’s governing authorities since the 20th National Congress to ease its deteriorating macro picture and consider whether this could be good news for Chinese assets.
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White papers
EM equities: Three things we are thinking about today
China reaches an inflection point.
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White papers
Casting a wide quantitative net to access alpha in China
The vast size and changing dynamics of China’s A-share market offer a relatively untapped yet increasingly appealing opportunity for quantitative investing.
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White papers
Semiconductors: The Darkness Before the Dawn
Given the headwinds of a cyclical downturn in demand, high inventories, and rising tensions between China and the U.S., the semiconductor sector is being challenged. But there are a growing number of reasons to be optimistic about the share prices over the medium term.
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Asset Manager News
GLP Expands Onshore Income Fund Series with Close of RMB 5.4 Billion CIF VII
CIF VII is the seventh fund in GLP’s logistics income fund series in China and the second income fund to close this quarter. GLP has raised over $15 billion over the past 12 months for its logistics funds globally across core, value-add and development strategies
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Asset Manager News
GLP Announces $1.2 Billion First Close of China Value-Add Partners IV
Singapore and Shanghai, 22 November 2022 – GLP announced today the first close of GLP China Value- Add Partners IV (“GLP CVA IV”) with $1.2 billion in equity commitments and approximately $2.6 billion of investment capacity from a number of GLP’s long-term institutional investment partners including APG Asset Management N.V (“APG”), the investment manager for the largest pension provider in the Netherlands.
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White papers
Markets take fright as Xi assumes total control
Chinese equities had a volatile week following the ruling Communist Party’s twice-a-decade congress in Beijing that confirmed President Xi Jinping’s third term backed by a cadre of loyalists.
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Asset Manager News
GLP Closes RMB 7.6 Billion China Income Fund VI
Singapore and Shanghai, 7 November 2022 – GLP announced today it has closed GLP China Income Fund VI (“GLP CIF VI”), an onshore income fund with RMB 7.6 billion (~US$1.05 billion) of assets under management (“AUM”). Investors in the fund include leading domestic insurance companies, as well as other existing GLP institutional investment partners.
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White papers
Where is China heading to
China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing. In the long run, China faces multiple structural headwinds. It will be difficult for it to maintain the miraculously high growth it experienced ...
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White papers
Emerging Markets Charts and Views - EM investing after the great repricing
The great repricing of 2022: global financial markets have been caught in a highly gloomy and volatile environment since the Federal Reserve began raising interest rates in an effort to tame surging inflation (at 40-years highs).
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White papers
COVID Restrictions in China Likely to Last Well Into 2023
There are three appropriate off-ramps policymakers could take to move away from the policy without creating further disruption, but even then progress toward a full end to restrictions will likely be protracted and won’t come until later in 2023.
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White papers
Why hold Chinese bonds in multi asset?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine Chinese bonds to ascertain whether they warrant greater inclusion in multi-asset portfolios.
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White papers
China: This Time is Different
The Chinese economy is facing its hardest test in over two decades, and it will not come out of it easily.
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White papers
Why research is critical when it comes to China investing
It has been quite a topsy-turvy 2022 for Chinese equities so far. What are the key factors that have contributed to the volatility?
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White papers
Suspension of US-China climate talks puts global efforts at risk
Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues, China has suspended Sino-US collaboration on global warming. Details are not yet available, but the impact on global de-carbonisation could be substantial, especially if last November’s Joint Glasgow Declaration by the world’s largest CO2 emitters is at stake.
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White papers
A turning tide? Why contrarians are turning to China
This year could turn out to be the Year of the Tiger for Chinese equities after all, argues Federated Hermes fund manager Jonathan Pines.
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White papers
China cuts key policy rate in bid to counter softening fundamentals
The People’s Bank of China pulled a surprise move as various economic indicators are flashing red lights
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White papers
China: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
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White papers
China 5G: What doesn’t kill you makes you stronger
Find out more on how Chinese companies have found new ways to leverage 5G technology to adapt to a more stringent regulatory environment.