All China articles – Page 9
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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.
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White papersChina’s stimulative policy actions: Turning the tide for investors
China’s ongoing struggles with COVID-19 and the country’s lackluster policy response have dismayed investors. In fact, by the end of April, MSCI China had dropped 18% since the start of 2022, credit spreads had widened meaningfully, and the renminbi (RMB) had depreciated almost 4%. However, a series of weak economic numbers appear to have alerted policymakers to the urgency of stabilizing growth.
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Asset Manager NewsSC Capital Partners sells China industrial/logistics portfolio
SC Capital Partners Group, the Singapore-headquartered private equity real estate firm, has announced the sale of a portfolio of China industrial and logistics assets to a global institutional investment manager, on behalf of its latest closed-end opportunistic fund, Real Estate Capital Asia Partners V (RECAP V). This portfolio sale significantly outperformed RECAP V’s target return of 20% Gross IRR.
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White papersA fireside chat about the renminbi – How far will it fall?
In recent weeks, the renminbi has depreciated significantly against the US dollar. Chi Lo, our senior market strategist in Hong Kong, explains what is happening and give his outlook for the Chinese currency.
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White papersA fireside chat about the Hong Kong dollar as it revisits 7.85
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking threshold, under which the Hong Kong Monetary Authority limits the currency’s trading range against the US dollar. Chi Lo, our senior market strategist in Hong Kong, explains what is happening and discusses the mechanism in place to sustain the Hong Kong dollar peg.
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White papersShanghai’s lockdown – What might it mean for global supply chains?
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of China’s largest hubs, Shanghai’s manufacturing and transport capacity is simply too big to be replaced elsewhere.
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White papersHold tight for the Chinese demand shock: faith over fear
The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month. Taking into account the damage of the zero-Covid policy to the Chinese economy, we expect a recession in Q2 and full-year growth to undershoot the government target by a wide margin (Amundi forecast 3.5% versus the 5.5% official target).
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White papersChemical sector under scrutiny in EOS’s Q1 Public Engagement Report
The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the decarbonisation challenges faced by the chemical industry. Plus, protecting digital rights and addressing social injustice.
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White papersMore China Lockdowns May Bring More Slowdowns
China’s zero-COVID policy should be a significant headwind to growth, with its impact likely weighing more on consumption than production. Nevertheless, more logistical delays could disrupt manufacturing activity in the months ahead and add to global inflationary pressures.
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White papersMarket snapshot: a glimmer of hope amid China’s lockdowns?
The People’s Bank of China held key interest rates steady this week despite widespread expectations that it would further loosen its monetary response
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White papersThe renminbi’s creeping internationalisation
China has recently revived talks with Saudi Arabia on settling some oil trades in renminbi in a move that many market players see as a first step towards gradually shifting the global oil trade to the renminbi from the US dollar, creating the ‘petro-yuan’.
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White papersHow 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.
