All China articles – Page 6
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PodcastBeyond China: The Emerging Markets Opportunity
What do emerging markets look like without China? Derrick Irwin and Joseph Dore discuss the emergence of EM (emerging markets) equity ex China.
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White papersIn search of silver linings
A stimulus package targeting China’s real estate sector offered some respite for Chinese stocks this week but choppy economic data made for a mixed picture.
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White papersIs China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two years. This figure raised concerns that falling prices would lead consumers to delay spending in an already weakening economy. However, in our view, the data is not a harbinger for prolonged deflation.
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White papersBeijing faces limited options to tackle economic woes
Many investors hoped that China’s re-opening following the end of zero-Covid would fuel a global rebound. But the country’s economy was in poor health before the pandemic.
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White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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White papersNavigating China’s economic turbulence
As China’s economic woes mount, we outline the GEMs Fund’s positioning and discuss our outlook for the country.
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White papersShould investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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Asset Manager NewsGLP Capital Partners closes inaugural commingled clean energy strategy with RMB 4 billion in commitments
Significant dry powder to accelerate China renewable energy investment across solar, wind and energy storage infrastructure and related energy management solutions. Renewable energy is a secular trend supported by global efforts to combat climate change.
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papersEmbracing Change in Chinese Equity Markets: Q&A with John Lin, Chief Investment Officer—China Equities
The AB China A Shares Equity Portfolio has been focusing on China onshore stock exchanges since the strategy was launched in 2009. In this brief interview, portfolio manager John Lin explains how the fund’s consistent, value-driven approach has helped the portfolio navigate this highly complex and fast-evolving market.
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Asset Manager NewsChina Income Fund VIII closes with RMB 2.6 billion of equity commitments
GCP has raised capital from over 90 domestic and global investors for its China strategies and manages over USD 58 billion AUM in China collectively. CIF VIll seeded with 870,000 sqm of assets located across key logistics hubs.
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White papersBeyond re-opening: the long-term trends to watch in China
The risks and rewards presented by investing in China topped the agenda at Federated Hermes’ Asia and Emerging Markets Investing Forum in London on 13 June.
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VideoCrouching tiger: the contrarian case for China
In our latest video insight, Sandy Pei, Portfolio Manager, China Equity, talks about the stuttering rebound from the end of zero-Covid, the explosive growth of the EV sector and renewables, and the opportunities created by SOE reform.
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White papersDon’t Give Up on China
The post-COVID reopening has disappointed, but has that disappointment and the prospect of new policy stimulus created a relative value opportunity?
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PodcastOuterblue Talks Research - Emerging renaissance
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.
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White papersThe case for Chinese equities
China is the only major economy forecast to grow meaningfully this year, albeit from a low base, and domestic equities are trading at a near record-low valuation relative to the rest of the world.
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Asset Manager NewsSC Capital Partners and THi acquire landmark industrial project in Suzhou Industrial Park, China
SC Capital Partners Group (“SC Capital Partners”), the Singapore-headquartered private equity real estate firm, and THi Holding Management Corporation (“THi”), the Shanghai-based industrial/logistics developer and operator, have completed the acquisition of a strategic industrial project in Suzhou Industrial Park, Suzhou City, China.
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WebinarFederated Hermes China Equity Strategy webcast
Join portfolio manager, Sandy Pei, for the latest Federated Hermes webinar to hear her current thoughts on China and where the opportunities lie.
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White papersFinancial stability concerns back to the fore
In this macroeconomic update, Silvia Dall’Angelo, Senior Economist, reflects on the scenarios that have influenced markets this quarter, including fragility in the banking sector and the US/China tech ’Cold War’.
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White papersMacroeconomics, Geopolitics, and Strategy - May 2023
Will real bond yields come back down?
