Asian Fixed Income Guide
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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Tag "asia"
Monthly update on Indian markets
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
Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity
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
Finding Opportunities in Investment‑Grade Credit
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
Tracking Asian exports
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
Asia Watch: Elections near, headwinds are ebbing
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
Asia Watch: Elections near, headwinds are ebbing
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
ASEAN Outlook: Slower Momentum
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
Asia Market Outlook 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
Attractive valuations but uncertain outlook
Regional view – Asia Externally, China is facing profound changes and serious challenges with regard to global trade and international relations.
Expectations for Asia in 2019
Regional view – Asia In 2019, we expect export growth to slow – in line with slower global economic activity – which should cut Asia's GDP growth by 0.4ppt to 5.8%.
Fears of China’s military ambition may be overblown
Regional view – Asia China and the world’s interests lie in creating an environment in which the country will not be feared as a revisionist power
It’s cherry-picking season
Regional view – Asia While we would avoid broad exposure, we do see opportunities opening up for select stocks following the recent sell-off.
Five reasons to tactically buy Asia
Regional view – Asia But despite the thick fogs of uncertainty, we believe opportunities are opening up in the region and have initiated an overweight on Asian exJapan equities versus US investment grade debt.
The wherewithal to ease
Regional view – Asia In the end, we believe China's economy will be resilient in the longer term given its size and Beijing's determination to upgrade its manufacturing and technology sectors.
A class apart: emerging Asia’s fixed income market
Fixed Income Monthly Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.
The great supply chain migration
Regional view – Asia If the US's trade campaign has taught Chinese policymakers one thing, it's that they need to speed up their ambition to become completely self-dependent – be it in agriculture or technology fields.
The 30-Year EM Opportunity
West No Longer Knows Best? David Dowsett shares his thoughts on the mindset shift investors need in order to benefit from the next 30 years of development in emerging markets, with Asia leading the way as the most significant investment
Positioning for growth and opportunities
Asia Pacific core real estate discussion series Demand for core real estate in APAC will be supported by broad structural shifts related to secular trends and growing demand for income producing assets.
Tapping into Asia’s rising middle classes
Investment Insights Asia’s middle class is growing in both size and spending power Companies with strong, trusted brands are well-placed to expand into these growing markets Innovative digital strategies boost the potential for further growth into lower tier cities
Lessons from Japan’s trade war (1970-1990s)
Regional view – Asia So, with history seemingly repeating itself, China might want to consider Japan's experience in its poker game with the US.
Asia Pacific core real estate discussion series
The big picture The epicenter of global growth is shifting towards APAC. With fundamentals taking over as the key driver of performance, Asia's growth premium is likely to underpin the region's outperformance in real estate.
The USDCNY’s unhappy marriage
Regional view – Asia Since the prospect of a US-China truce remains low at this point, we continue to urge investors to hedge their CNY exposure over the next 12 months.
Diversification is key
Regional view – Asia With tensions between the two sides likely eroding the confidence of consumers and entrepreneurs, investors should brace for greater market volatility ahead.
Do politics affect Asian capital markets?
Regional view – Asia Fundamentals are far more important over the medium to longer term, although political uncertainty, combined with weaker economic conditions, tends to command a larger risk premium.
Highlight
Asset Allocation Consensus June
Asset Allocation Consensus Equities June 2019 on Youtube: https://t.co/WD3mMy1JgI
