All China articles – Page 8
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White papersWhy It’s About to Get Even More Complicated From Here
This year’s choices were hardly simple, but economic policymakers in China, Europe and the United States face much trickier decisions in 2023.
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White papersBeyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
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White papersIndia’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
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White papersChina enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
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White papersChina 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 papersCasting 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 papersChina housing policy: better late than never
The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines. After sharp deleveraging over a year, stabilising the market is now the priority.
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White papersSemiconductors: 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 NewsGLP 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 NewsGLP 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 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 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.
