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

🕔11:00, 16.okt 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.okt 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.okt 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.mei 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.mei 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.mei 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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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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ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.mrt 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

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Asia Market Outlook 2019

Asia Market Outlook 2019

🕔14:04, 18.jan 2019

Recovery, Rebalancing and Rotation Last year was one that many investors in Asian bonds might like to forget. The Bloomberg JPMorgan Asia Dollar Index was 4% weaker, the benchmark J.P. Morgan Asia Credit Index (JACI) was down 0.77% overall, and

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Attractive valuations but uncertain outlook

Attractive valuations but uncertain outlook

🕔01:02, 15.jan 2019

Regional view – Asia Externally, China is facing profound changes and serious challenges with regard to global trade and international relations. 

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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