All China articles – Page 8
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White papers
How to think about investing in China today
Despite well-publicised moves to restructure its economy over the past few years, China remains a key investment destination due to the attraction of its enormous domestic market. And as the world’s second-largest economy, China is also deeply interconnected with the global economy in manufacturing supply chains and is increasingly a large portion of multinational corporate revenues. Consequently, understanding and navigating the complexities of China for both domestic and international investing has never been more important.
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Fixed-Income Outlook: Look to the Horizon in Stormy Seas
Russia’s war on Ukraine has shaken the world. From a massive humanitarian crisis to an energy shock to food insecurity, the ripple effects are already being felt near and far. Even if the conflict ends tomorrow, the invasion could have lasting global consequences. Amid heightened geopolitical tensions, continued volatility over the near term is the only certainty. Below are the top risks—and strategies—we think bond investors should keep in mind.
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China’s credit growth shows signs of recovery
Despite Beijing’s pledge to ease monetary policy further, financial markets are sceptical about how effective this would be in boosting economic growth. One notable concern is the growing gap between M1 narrow money and M2 broad money growth, which suggests that economic agents would rather save than spend.
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White papers
Is the spike in commodity prices sustainable?
For a glimpse of just how volatile commodities currently are, look at nickel markets. Prices doubled in early March. Then they plunged. Then the London Metals Exchange halted trading. This week, the market for nickel — a key component in electric vehicle batteries and stainless steel products — reopened but with strict trading limits.
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White papers
Amundi Pension Funds Letter n°14
In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010, China is now emerging from the United States’ shadow and may well become the world’s leading economic power by 2030.
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China’s GDP Target: When Lower Means (Much) Higher
The unprecedented nature of the pandemic lockdowns has stretched the ability of standard macroeconomic statistics to properly reflect real-time economic trends.
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Decoding the policy messages from China’s National People’s Congress
The National People’s Congress (NPC), which took place from 5 to 11 March, saw the announcement of a target of 5.5% GDP growth YoY for this year. While many market players interpreted this as being too aggressive, we believe it was a reassuring message.
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Video
Assessing China’s growth outlook
To what extent will slowing exports, regulatory reform, a ‘zero-Covid’ policy, and a cooler property market drag on China’s growth momentum both in 2022 and over the medium term? Should investors get used to – just – 4%-5% annual GDP growth in the world’s second largest economy?
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Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
Emerging markets (EM) faced a backlash in 2021 as a consequence of the Chinese slowdown, rising inflation and – at the end of the year – a more hawkish Federal Reserve (Fed). As such, investors, including us, have been cautious and very selective on EM assets.
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China Is Still an Asian Tiger
We think the Lunar New Year could see a growth comeback for China.
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Tapping into China’s accelerating investment management expertise
Contrary to what some people might think, there is continued appetite among many global asset owners for Chinese securities – despite market noise and dynamic policymaking over recent months.
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Video
Understanding China Market Dynamics
We believe having on the ground insight is key to understanding local market dynamics. Listen to the latest insights from Ning Meng, China A-Share Strategy Leader based in Shanghai, as he talks to Joe Amato, President and Chief Investment Officer—Equities, about the recent dynamics in China markets.
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Asset Manager News
GLP Announces $1.75 Billion First Close of CLF III, the Third Vintage of its Flagship China Development Fund Series
More than $7 billion of discretionary development capital for logistics real estate development in China, more than any other private real estate manager
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People News
PGIM Real Estate Adds Head of China
HONG KONG, SINGAPORE, 1 November 2021 – PGIM Real Estate has appointed Matthew Yao as Head of China. PGIM Real Estate is the real estate investment business of PGIM, the US$1.5 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
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White papers
Shifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
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White papers
China’s long and winding road to net zero
China is thought to account for over a quarter of global greenhouse gas emissions, and Paris Agreement alignment will be vital if global heating is to be kept within safe planetary boundaries.
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From Rates, to Growth, to China: What’s Next for EM Debt?
While volatility resurfaced in the third quarter, there are a number of positive factors that continue to support EM sovereign, corporate and local debt.
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White papers
Emerging Markets Charts & Views - Why EM could be back in focus in 2022
Emerging markets (EM) performance has been held back over the first three quarters of 2021 by a few factors, including the spread of the Delta virus variant in less vaccinated countries, news out of China (growth slowdown, regulation crackdown, and the housing slowdown alongside the Evergrande fallout), and the upcoming Fed tapering.
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White papers
Covid headwinds ease as China risks rise
At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
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Evergrande: caught in the crossfire between China’s past and future
Evergrande stands in the crosshairs of China’s demographic shift, its urbanisation and property boom, and the end of its decade-long economic growth spurt, writes Robin Usson, CFA, Credit Analyst