All China articles – Page 9
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White papers
Decoupling from China? Not really – Just a shift in Asian supply-chains
Since the Sino-US trade war in 2018, some large developed countries have been pushing to reshore their global production, in effect seeking to ‘decouple from China’. Chatter about such a trend has raised concerns that Asian supply chains, which underpin China’s role in global trade, could break apart. This in turn would bring into question the rationale for investing in Asia, including China.
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White papers
China: Red Moon Rising
China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds.
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White papers
Asia Game Theater Update: Long Chinese Equities
We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility.
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White papers
China Policy Moves Strengthen the Case for the Local Market
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives.
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White papers
Southeast Asia’s internet economy: On a fast track
This issue of Trends Reinforced explores investment opportunities in Southeast Asia’s internet economy.
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White papers
Main themes for investing in Chinese equity over the summer and beyond
All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors. Under this regulatory pressure, the Chinese market has underperformed both MSCI DM and MSCI EM indices following a strong performance in 2020.
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Podcast
EM Debt: Assessing the Impact of China’s Crackdowns
Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.
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White papers
Navigating China’s Credit Crackdown
Scenery Journey, Proven Honour, and Easy Tactic could have been compelling band names. Instead, these are the Chinese bond issuers that have recently become the focus of the government’s numerous regulatory or policy directives. For bondholders of the respective credits, the recent journey has been anything but scenic.
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Asset Manager News
GLP Closes RMB4.5 Billion China Income Fund III
GLP CIF III portfolio includes 11 stabilised industrial and logistics park assets catering to growing high-tech and innovation based manufacturing industries aligned with China’s economic growth initiatives.
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White papers
China regulation: From tech to education
China has imposed stricter regulations on the education sector, extending the regulatory reach that had focused on e-commerce and internet companies as the authorities seek to prevent market abuse and improve oversight. The move caused education stocks to plunge and hit broader investor sentiment towards Chinese stocks (including large-cap internet companies).
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White papers
Currencies: an additional source of return
Superior growth, low inflation and cheap currencies. These are some of the defining characteristics of emerging Asian economies. They are also the reasons why investors should consider increasing their exposure to the region.
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White papers
China – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
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White papers
China’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
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White papers
No Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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White papers
China’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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White papers
China Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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White papers
China Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
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White papers
The impact of China’s lending on Emerging Market Debt
The increasing prominence of China as a financier of developing nations has changed the landscape of emerging market debt investing.
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White papers
Community Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world and
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Asset Manager News
GLP Lists Landmark $910 Million Chinese Real Estate Investment Trust
GLP C-REIT is the first logistics C-REIT listed on the Shanghai Stock Exchange