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Navigating Heightened U.S.- China Tensions in Asia Credit

Navigating Heightened U.S.- China Tensions in Asia Credit

🕔15:57, 7.Jan 2021

Executive Order banning trading in designated Chinese entities increases uncertainty on the horizon and reaffirms importance of diversification. Once characterized by mutual cooperation, the U.S.-China relationship has undergone a significant shift since the onset of the trade war initiated by

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A bizarre year of win-lose outcomes in Asia Pacific ex Japan

A bizarre year of win-lose outcomes in Asia Pacific ex Japan

🕔22:36, 31.Dec 2020

If I were to sum up Asia ex Japan equity markets in 2020, it would be the pain of negative headwinds followed by the triumph of human ingenuity and determination in rising above them. This perhaps seems too optimistic a

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Asia ex‑Japan: Constructive Outlook for Equities in 2021

Asia ex‑Japan: Constructive Outlook for Equities in 2021

🕔13:02, 16.Dec 2020

T. Rowe Price Insights on International Equities High‑quality growth businesses on reasonable multiples.  Our views remain constructive on the medium- to longer-term outlook for Asia ex‑Japan equities. Even as global growth may be slower to recover than earlier hoped for,

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Credit investing roadmap for 2021

Credit investing roadmap for 2021

🕔13:02, 14.Dec 2020

Outlook If, like a modern-day Rip Van Winkle, you had magically slept through 2020 and then looked at the year-to-date credit returns, you might have thought: “Quite a boring year, then”. Dramatic selloffs have been largely retraced by equally dramatic

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5 years old, but wiser than its years

5 years old, but wiser than its years

🕔13:04, 2.Dec 2020

Capital Group New Perspective Fund (LUX)  It’s been five years since Capital Group launched its New Perspective strategy in a Luxembourgdomiciled vehicle, giving investors in Europe and Asia access to a core global equity strategy with a successful 47-year track

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Asia Market Outlook: 2H20 and 2021

Asia Market Outlook: 2H20 and 2021

🕔08:00, 20.Aug 2020

In 2021, the IMF expects 8.2% y-o-y GDP growth for China, 6.0% for India, and 2.4% for Japan; COVID-19 is having a severe short-term impact on Asia, but the long-term impact should be small; Asian stocks look cheap compared to

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Investing in the first in, first out theme: opportunities in Asia

Investing in the first in, first out theme: opportunities in Asia

🕔11:43, 11.Aug 2020

Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the

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The New Economic Order

The New Economic Order

🕔14:22, 19.May 2020

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating …

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Asia supply chains: a potential shock to growth

Asia supply chains: a potential shock to growth

🕔12:36, 14.May 2020

Small, open economies such as Singapore, Vietnam and Malaysia are the most exposed to final demand from the US, Europe and China. This makes them the most vulnerable to the coronavirus growth interruption. Thailand and Hong Kong have the largest

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Going Global in Equities

Going Global in Equities

🕔14:08, 1.May 2020

White Paper  It is telling that asset managers today closely monitor specific themes that would have seemed very niche just 20 years ago, such as the spending patterns of millennials in Asia. Why? Because Asian millennials' spending power has the

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Alpha Research – Webinar – Coronavirus: Navigating the Path Ahead in Asia

🕔15:00, 30.Apr 2020

Webinar – Coronavirus: Navigating the Path Ahead in Asia Op donderdag 30 april organiseert Alpha Research samen met T. Rowe Price een Webinar met het thema: Coronavirus: Navigating the Path Ahead in Asia. Hiervoor nodigen wij u van harte uit. In dit webinar

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Bridges to Reopening

Bridges to Reopening

🕔11:30, 28.Apr 2020

Investing Strategy Commentary Health Policy Remains the Key Aggressive action by the Federal Reserve has helped restore some liquidity and animal spirits to financial markets, while fiscal policy is starting to kick in despite cumbersome transmission mechanisms in some cases.

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Asia Equities: The Pandemic Shall Pass, But So Shall the Opportunity

Asia Equities: The Pandemic Shall Pass, But So Shall the Opportunity

🕔10:02, 16.Apr 2020

Given the unprecedented scale of disruption caused by the coronavirus pandemic, which has shut down most segments of the global economy in ways not seen since the Second World War, investment models based on past economic slowdowns or macro theme-based

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Asset allocation outlook

Asset allocation outlook

🕔13:13, 13.Apr 2020

Last month we were rather non-committal as to whether the spread of the coronavirus would cause a recession, but it’s now clear that it will. In the face of the publication of unprecedentedly weak economic data, the financial markets have

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T. Rowe Price – Webinar – China’s Recovery and Beyond

🕔17:00, 9.Apr 2020

Webinar – China’s Recovery and Beyond Join us for the latest views of our CIOs Join Eric Moffett, Portfolio Manager of the Asia Opportunities Equity Strategy and Chris Kushlis, Sovereign Analyst for Asian Markets, Fixed Income as they share their

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China’s recovery

China’s recovery

🕔10:40, 6.Apr 2020

Global Matters Weekly 30 March 2020 We are living in unprecedented times, with much of the world under lockdown due to COVID-19. There are a multitude of potential outcomes resulting from the increasingly extreme global measures being taken to prevent

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World Economy Amidst COVID 19

World Economy Amidst COVID 19

🕔09:49, 23.Mar 2020

Containment continues to tighten ; great liquidity stress forces policy action  I. COVID-19 update Overseas: COVID-19 continued to spread rapidly in the US & EU; +14,717 new cases overseas; Iran showed early signs of entering the “moderation stage ”. 1,835 new

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Asia’s exceptionally high-yielding bond markets A

Asia’s exceptionally high-yielding bond markets A

🕔08:51, 27.Feb 2020

The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.  There was a time when negative yields were a rare and unlikely curiosity. No longer: in late 2019, as much as

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Rising risk aversion, falling bond yields

Rising risk aversion, falling bond yields

🕔15:01, 26.Feb 2020

In Credit –  24 FEBRUARY 2020 Macro / government bonds Core bond yields continue to drift lower in a ‘bull flattening’ amid fears about the spread of the COVIC-19 coronavirus outside of China and most recently in Italy and Korea.

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Green Intelligence

Green Intelligence

🕔17:20, 17.Feb 2020

Asia’s ESG investing, data integrity and technology Key findings The rise of ESG in Asia: some 95% of respondents believe that ESG investing is important to their firm, with the overwhelming majority saying it will be more so in three

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Coronavirus – impact on Asia

Coronavirus – impact on Asia

🕔08:31, 17.Feb 2020

Research & Strategy Insights  The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets Key points  • The spread of coronavirus – 2019-nCov – poses tangible macro risks to Asian economies outside China • Assuming

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Aandelenmarkten – Zuidoost-Azië

Aandelenmarkten – Zuidoost-Azië

🕔14:08, 27.Jan 2020

Update Strategie   China is de grootste markt van Azië. De overheid wil de groei duurzamer en breder – gericht op consumptie en diensten –maken, waardoor de groei vertraagde. Daarbo- venop kwam de escalatie van de handelsoorlog met de VS,

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A different view of Asia

A different view of Asia

🕔06:38, 24.Dec 2019

Asian markets have become polarised over recent months with large-cap stocks driving market gains. As a small-cap investor, Fidelity Asian Values PLC’s Nitin Bajaj reviews a challenging period and outlines some of the unloved areas that he is backing to

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Asia Real Estate Market Outlook

Asia Real Estate Market Outlook

🕔12:15, 19.Dec 2019

Executive summary Real estate returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand Yields for commercial real estate expected to remain low as relatively higher return profile for the sector continues to attract strong

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Asia Pacific cities in tomorrow’s world

Asia Pacific cities in tomorrow’s world

🕔17:47, 16.Dec 2019

Over the next few decades, the weight of economic power and impact of structural megatrends will lean heavily towards the Asia Pacific region. By 2030, Asia Pacific, led by China, will account for nearly half of the world’s output (Fig.1),

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Venture Pulse Q3 2019

Venture Pulse Q3 2019

🕔13:54, 7.Dec 2019

Global analysis of venture funding Welcome to the Q3’19 edition of KPMG Enterprise’s Venture Pulse — a quarterly report highlighting the key trends, opportunities, and challenges facing the venture capital market globally and in key jurisdictions around the world. Strong

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Cambodja en financiële inclusie: Investeringswaardig?

Cambodja en financiële inclusie: Investeringswaardig?

🕔18:35, 11.Nov 2019

De Cambodjaanse financiële-inclusiesector heeft de afgelopen maanden (en jaren) flink in de belangstelling van de media gestaan. De berichten in de media komen er kort gezegd op neer dat er sprake is van een (on)verantwoorde praktijk van kredietverstrekking en het

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High Quality Diversification Benefits of Asia Credit

High Quality Diversification Benefits of Asia Credit

🕔18:28, 28.Oct 2019

Strong fundamentals and powerful tailwinds make this growing asset class one to watch for global investors. Asset class offers an increasingly significant opportunity set, growing to nearly USD $1 trillion in issuance as a vast regional investor base absorbs new

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The Big Bang Moment: Bringing the virtual into Asian financials

The Big Bang Moment: Bringing the virtual into Asian financials

🕔11:59, 24.Oct 2019

The largest sector in the Asia investment universe is being disrupted and digitally re-imagined by a wave of new competition challenging legacy business models. This revolution is being driven by regulation and technology. We believe these drivers of change are

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T. Rowe Price – Asia, Looking Beyond Macro Uncertainties (webinar)

🕔11:00, 16.Oct 2019

With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?   In this webinar, Portfolio

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Asia / China Growth Equities

Asia / China Growth Equities

🕔16:29, 15.Oct 2019

At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who emphasised the importance of ARP strategies being diversified.

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Changing attitudes towards responsible investment in Asia

Changing attitudes towards responsible investment in Asia

🕔12:06, 11.Oct 2019

The UN Principles for Responsible Investment (PRI) is an international network of investors working together to put six principles of responsible investment into place. PRI signatories in Asia increased by 29% in 2018, growing at more than double the rate

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A class apart: Asia credit emerges

A class apart: Asia credit emerges

🕔14:29, 23.Sep 2019

What should investors know about Asia credit? It’s a sizeable market: The US$1.2 trillion Asia credit market is a significant and growing part of the emerging market fixed income universe.1 It’s relevant to investors: With a low correlation to other major

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Central Banks Take the Wheel to Manage Growth Across Asia ex Japan

Central Banks Take the Wheel to Manage Growth Across Asia ex Japan

🕔10:54, 11.Sep 2019

One of the key economic trends we’ve observed this year in the Asia ex Japan region is the synchronous lowering of policy rates from a broad range of central banks. That’s in contrast to a series of rate tightenings last

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Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

🕔07:34, 4.Sep 2019

A hard landing in China remains a looming threat to the global economy and especially to the rest of Asia. Chinese authorities have averted such a scenario so far, but rising leverage in China’s financial system magnifies the risk of

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Integrating Low-Carbon and Factor Strategies in Asia

Integrating Low-Carbon and Factor Strategies in Asia

🕔17:59, 3.Sep 2019

Low-carbon and factor-based investing are two key trends in the global investment management industry. This paper investigates the impact of low-carbon screening on traditional market-cap-weighted portfolios and factor portfolios (quality, value, momentum, and low volatility) across seven Asian markets: Australia,

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Asia’s Lingering Trade Woes

Asia’s Lingering Trade Woes

🕔09:56, 3.Sep 2019

Global markets and multi-asset portfolios It has been more than a year since the start of the U.S.-China trade dispute and resolution seems no closer at hand. Instead, trade tensions intensified in August. The trade truce reached at the Osaka

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Technology, Skills and the Future of Work

Technology, Skills and the Future of Work

🕔13:47, 27.Aug 2019

Background: how ASEAN youths assess technology and the future of work Each year, the World Economic Forum runs a survey of Association of Southeast Asian Nations (ASEAN) youths aged 15–35 years old. The goal is to understand the views, priorities

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Easing cycle underway

Easing cycle underway

🕔16:44, 23.Aug 2019

An Asian central bank policy outlook There have been three easing cycles in the past 20 years: 1998-99 during the Asian financial crisis, Russian debt default and the collapse of Long-Term Capital Management (LTCM); 2000-04, in reaction to the bursting

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Asia Bulletin: Time is running out to solve China’s debt bubble

Asia Bulletin: Time is running out to solve China’s debt bubble

🕔14:42, 20.Aug 2019

Time is running out to solve China’s debt bubble China onshore bonds enter the mainstream Spooked by the yield curve inversion Asian equities: on the right side of history Europe’s equity markets look undervalued Strategies that benefit from volatility Why

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Strategies that benefit from volatility

Strategies that benefit from volatility

🕔08:48, 14.Aug 2019

With fresh memories of 2018’s market correction, and valuations looking stretched, Asian investors are looking for sophisticated strategies fit for all market conditions. Financial markets have proved unpredictable so far in 2019. While the fog of US/China trade frictions have

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Easing cycle underway

Easing cycle underway

🕔16:46, 13.Aug 2019

An Asian central bank policy outlook Historically there has been a general co-movement between Asian central banks and the US Federal Reserve (Fed), albeit that there is heterogeneity between banks’ reaction functions. Past episodes suggest the magnitude and duration of

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Weekly Economic Commentary

Weekly Economic Commentary

🕔07:00, 4.Jul 2019

Weekly Economic Commentary I know this will sound un-American, especially around Independence Day. But I have enjoyed following the Cricket World Cup. Think baseball, but with only two bases, no foul territory and no seventh-inning stretch. (There are, however, drink

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Asian Fixed Income Guide

Asian Fixed Income Guide

🕔13:02, 4.Jun 2019

Asia ex Japan’s economy has been growing steadily and remains one of the fastest growing major regions in the world. The region is expected to grow at 5.7% in 2019, while G7 economies will grow at just around 1.6%. Asia’s

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Monthly update on Indian markets

Monthly update on Indian markets

🕔04:09, 4.Jun 2019

India insights Indian equities outperformed emerging markets by 8.2% in USD terms in May, fueled largely by anticipation of a favourable outcome in the election We expect the RBI to cut rates in 1HFY2020, with the rate cut possibly coming

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Infrastructure debt Insurance regulations in Asia

Infrastructure debt Insurance regulations in Asia

🕔05:00, 30.May 2019

Across Asia, new risk-based insurance regulations are in various stages of development. From experience in Europe, we know that implementation of these new rules could have a profound impact on insurers’ investment strategy. In the fast-growing Asian insurance market, a

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Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

🕔11:02, 3.May 2019

The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterise Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match

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Finding Opportunities in Investment‑Grade Credit

Finding Opportunities in Investment‑Grade Credit

🕔13:02, 1.May 2019

With corporate fundamentals weakening, security selection is key With corporate fundamentals generally weakening as global economic growth slows, the opportunity to generate gains through broad allocations to investment‑grade corporate bonds has diminished. We think that short‑maturity Asian investment‑grade corporates denominated

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Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.Apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

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Asia Watch: Elections near, headwinds are ebbing

Asia Watch: Elections near, headwinds are ebbing

🕔13:02, 16.Apr 2019

Regional growth has slowed in recent quarters, … After reaching cyclical highs of 6.4% yoy in H1-2018, regional growth in Asia ex Japan slowed materially in H2-2018. Our GDP-weighted regional growth tracker slowed to 6.0% yoy in Q3-2018 and to

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