All China articles – Page 7
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White papersMarkets 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 NewsGLP 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 papersWhere 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 papersEmerging 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 papersCOVID 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 papersWhy 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 papersChina: 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 papersWhy 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 papersSuspension 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 papersA 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 papersChina: 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 papersChina 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.
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White papersA source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.
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White papersThe risks around China’s grassroots mortgage ‘boycott’
China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the homes they bought off-plan. The question is whether this mortgage ‘boycott’ will result in systemic risk pulling the rug from under the entire financial system.
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White papersZero-Covid weighs on China’s growth in Q2
A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle (disregarding the pandemic-related dip in Q1 2020). However, even with intense policy support for the economy and less stringent Covid restrictions, any recovery looks set to be gradual at best, leaving 2022 growth short of the official 5.5% target.
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People NewsGLP Taps Former Microsoft Executive Jennifer Weitzel to Lead Global Data Center Platform
GLP today announced the appointment of Jennifer Weitzel as President, Global Data Center Business. In her role, Jennifer will directly lead strategy, growth and operations of GLP’s data center business commencing across Japan, Europe and the Americas and partner with GLP’s IDC team in China to establish a leading global business within the data center space.
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White papersRenminbi’s rise will not challenge dollar dominance
A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely, the Chinese economy is expected to reaccelerate. International monetary system set to become multipolar as geopolitical factors are likely to prevail.
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White papersThe emerging markets hurdles
While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high inflation and tighter global financial conditions. The current geopolitical environment, with its impact on macro and financial conditions, is making an idiosyncratic crisis more likely.
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Asset Manager NewsGLP Announces $5 Billion Recapitalisation to Establish China’s Largest-Ever Private Logistics Real Estate Income Fund
GLP CIP V is GLP’s first China offshore USD-denominated income fund; Portfolio comprises 54 prime, institutional-grade modern logistics assets totalling 5+ million sqm of GFA
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White papersReimagining Supply Chains: The Investing Challenge
From carmakers to smartphone manufacturers, companies around the world are reorganizing their supply chains amid a wave of disruptions. Equity investors will need to sharpen their analytical tools and engagement skills to determine which businesses are proactively adapting to a new reality.
