All China articles – Page 8
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White papers
China Is Still an Asian Tiger
We think the Lunar New Year could see a growth comeback for China.
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White papers
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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White papers
Macro Views: China: Too uncertain to turn positive
Growth in China continued to slow sharply in Q3. Indeed, GDP grew by just 0.2% quarter-on-quarter, generating a year-on-year increase in activity of only 4.9%, the weakest growth rate outside the recession.
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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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White papers
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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White papers
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
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White papers
What does China’s regulatory crackdown mean for EM corporate debt?
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education.
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White papers
Beyond the noise: Why long-term capital will capitalise on China’s future
Global investors must avoid allowing any short- term misperceptions about recent Chinese regulatory reforms to derail their big-picture perspective of the vast opportunity set in the world’s second-largest economy.
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White papers
China’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
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White papers
The Great Reckoning—Reflecting on the Evergrande Saga
China’s economic growth deceleration, triggered by a zero-COVID-19 policy and multi-faceted regulatory tightening, has been of increasing concern to global markets. Removing excesses and improving the health of the property sector have been objectives of the more stringent regulatory environment, but these efforts have resulted in acute financial duress for Evergrande, one of the China’s largest and most indebted property developers.
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White papers
Evergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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White papers
Evergrande Heads for Default
We believe systematic risk beyond the Chinese property market remains limited.
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White papers
Regulatory tightening explained: A strategic policy shift and the outlook for China’s private sector
What should investors make of the flurry of regulatory tightening that China has implemented since the second half of 2020? How do the measures fit into China’s central strategy as it seeks to strengthen its domestic sector and embarks on long-term strategic competition with the US?
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Podcast
Turning a New Leaf in Chinese Investing
Historically, as the second largest economy in the world, China has presented a myriad of opportunities to investors worldwide. However, due to the regulatory changes outlined by the Chinese government, trends suggest that investors have started to reconsider their allocations in China.