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Tag "asia"

Fidelity – Webinar – The China Edition

🕔09:30, 13.Jun 2022

Asian companies are navigating an increasingly complex landscape, from supply chain pressure to the shadow of delisting risk hanging over Chinese ADRs. In this series we take a look at how these companies are responding, and where opportunities may lie

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China: Headwinds remain in place for Q2 as PBOC delays easing

China: Headwinds remain in place for Q2 as PBOC delays easing

🕔13:19, 3.May 2022

Asia Macro: On March 27, Chinese authorities ordered a citywide lockdown in Shanghai. The lockdown was originally intended to take place in two phases, lasting eight days. However, things did not pan out this way. On April 9, the central

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Asia: Rising energy prices will hasten policy tightening in the region

Asia: Rising energy prices will hasten policy tightening in the region

🕔08:28, 15.Apr 2022

After months of heightened tensions between the Ukraine and Russia, the situation reached a turning point on February 22. Russian President Vladimir Putin signed a decree recognising the independence of Luhansk and Donetsk, paving the way for the invasion of

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What the Chinese Policy Pivot Means for Asia Credit

What the Chinese Policy Pivot Means for Asia Credit

🕔08:01, 6.Apr 2022

After a tough year for China’s property market, there have been recent signs that Beijing’s policy stance is now turning more supportive for the sector. Although a repeat of the massive stimulus of 2015/16 is unlikely, we now expect the

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Financing the energy transition in Asia

Financing the energy transition in Asia

🕔10:47, 21.Mar 2022

Key takeways Climate change commitments have stepped up recently but have yet to fully answer the call. National commitments should not constitute a limitation or constraint for a business entity to set ambitious net zero targets that are aligned with

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔13:00, 7.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔17:44, 3.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔01:41, 19.Feb 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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Breedte, stabiliteit en kwaliteit: Aziatische bedrijfsobligaties

Breedte, stabiliteit en kwaliteit: Aziatische bedrijfsobligaties

🕔14:58, 8.Nov 2021

De Aziatische bedrijfsobligatiemarkt is een strategische activaklasse geworden die behoorlijke inkomsten biedt. Cruciaal is dat het ook overwegend om investment-grade bedrijfsobligaties gaat. Obligaties met negatief rendement zouden een tijdelijk fenomeen zijn. Maar zeven jaar nadat ze voor het eerst opdoken

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Age of Asia: Rise of a Multipolar World

Age of Asia: Rise of a Multipolar World

🕔18:17, 4.Nov 2021

Executive summary Asia has already roiled the world with three waves of economic transformation. A fourth is now building, drawing on past strengths and adding new digital-age capabilities. By 2040 the world could look very different, with Asia representing half

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Asia: Long road to reopening amidst stark regional divergences

Asia: Long road to reopening amidst stark regional divergences

🕔10:46, 22.Oct 2021

Travel restrictions have remained in place in Asia, as markets in Europe and North America have gradually moved towards reopening over the summer. This took place even against the backdrop of rising COVID-19 cases. The justification behind …

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Twin shocks roil Asian asset markets

Twin shocks roil Asian asset markets

🕔10:14, 13.Oct 2021

Weekly investment update: The recent spikes in energy prices and US Treasury bond yields have strained emerging Asia’s asset prices and currencies. Rising commodity prices are worsening Asia’s balance of payments dynamics, putting the currencies of large oil-importing countries under

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Podcast: There is more to emerging market equities

Podcast: There is more to emerging market equities

🕔14:27, 17.Sep 2021

Market weekly: Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that include, but also stretch beyond, China and the wider Asian region. Quang Nguyen, head of global emerging market equities,

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A look into the future: The strengthening case for investing in Asia

A look into the future: The strengthening case for investing in Asia

🕔15:51, 16.Sep 2021

It has been more than a year since COVID-19 was declared a global pandemic. The start-stop lockdowns that followed the first wave of the coronavirus outbreak made it particularly tough for many businesses and individuals to adapt.

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The future of the financial sector: The analyst view

The future of the financial sector: The analyst view

🕔10:40, 10.Sep 2021

Key takeaways Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive. The rising wealth of Asian emerging economies, the growth in derivatives

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Here comes the Fed

Here comes the Fed

🕔11:56, 2.Aug 2021

Weekly investment update: The sell-off in stocks in China and Asia has further fuelled the bid for US Treasuries. This week, the market’s focus is the meeting of policymakers at the US Federal Reserve. The last few days have seen

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Out of the shadows

Out of the shadows

🕔11:58, 29.Jul 2021

Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies

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Taking a tactical approach to a new investment era

Taking a tactical approach to a new investment era

🕔13:10, 1.Jul 2021

Investors across the Asia Pacific region are becoming more selective in their asset choices, with long-term capital growth, diversification and sustainability playing key roles in where, why and how they allocate in 2021, according to an exclusive survey by AsianInvestor

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Pictet AM – Webinar – Where next for markets: focus on Asia

🕔15:00, 30.Jun 2021

This month Luca outlines the latest top-level asset allocation views of the Pictet Asset Management Strategy Unit as well as providing an overview of his team’s recent research project on Asia.  

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Podcast: Asia: A good place to change climate change

Podcast: Asia: A good place to change climate change

🕔14:43, 18.Jun 2021

Market Weekly: On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately, exposed to its effects. That makes engaging with companies and working with the authorities

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Tourism: How Asia and other emerging markets could bounce back

Tourism: How Asia and other emerging markets could bounce back

🕔09:55, 14.Jun 2021

Tourism has been one of the sectors most affected by the COVID-19 pandemic. Governments worldwide imposed strict movement restrictions and closed borders in the hope of stopping the spread of the virus. According to the United Nation’s World Tourism Organization,

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Taking a look at #Asia – Research Highlights

Taking a look at #Asia – Research Highlights

🕔08:56, 23.Apr 2021

In April T. Rowe Price published an article named “Why ESG Factors Matter in Asia Credit Investing”. In the article, they discuss the upcoming importance of ESG factors when looking at Asian credit. T. Rowe Price expects that the ESG

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Why ESG Factors Matter in Asia Credit Investing

Why ESG Factors Matter in Asia Credit Investing

🕔16:40, 12.Apr 2021

Already mainstream in Europe, responsible investing is fast becoming a key consideration in Asia as well. The integration of environmental, social and governance (ESG) factors into investment decisions has gained recognition as an important method of downside risk management and a driver of risk‑adjusted returns. Looking specifically at credit investing, 60% of regional investors expect governance …

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Asian equities inspire confidence, even after volatile quarter

Asian equities inspire confidence, even after volatile quarter

🕔10:53, 7.Apr 2021

Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations between the new US administration and China, and the arrival of COVID-19 vaccines. Zhikai Chen, head of Asian equities, argues the outlook for much of the region remains positive, even after a valuation-related stumble.

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Podcast: Strong fundamentals underpin Asian equities

Podcast: Strong fundamentals underpin Asian equities

🕔13:43, 2.Apr 2021

Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and improved relations with China, and the advent of vaccines. The outlook for investor flows into much of the region remains positive, even after a recent valuation-related setback. Zhikai Chen, head of Asian equities, discusses the prospects for the asset class this year.

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Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

🕔16:32, 29.Mar 2021

Asia’s emergence as the world’s key engine of growth has been one of the most compelling investment stories in recent times. The newly launched Capital Group Asian Horizon Fund (LUX) (CGAH)1 is designed to tap into this attractive opportunity set and, in this Q&A, portfolio manager Christopher Thomsen explains why …

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Brightening growth prospects for 2021 underscore regional disparities

Brightening growth prospects for 2021 underscore regional disparities

🕔08:16, 19.Mar 2021

According to our forecasts, Asia1 is projected to lead the global economic recovery in 2021. On a GDP-weighted basis, the region is expected to expand by 6.6% this year, up from -1.0% in 2020 (Chart 1). Excluding China, Asia will expand at a slower rate of 4.7% in 2021, up from …

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Nieuwe Aziatische eeuw: kansen na de pandemie

Nieuwe Aziatische eeuw: kansen na de pandemie

🕔11:07, 9.Mar 2021

Een jaar nadat de Covid-19-uitbraak wijdverspreide sociale en economische problemen veroorzaakte, komt Azië sterker uit de crisis en heeft het continent een grotere invloed op de wereld. Het economische zwaartepunt van de wereld verplaatst zich dan ook gestaag naar het …

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Pictet AM – Webinar – Where next for markets – focus on Asia

🕔15:00, 3.Mar 2021

Webinar – Where next for markets – focus on Asia Register for a webcast with our Chief Strategist, Luca Paolini, where he centres his thoughts on Asia, and in particular China. Amongst other topics, Luca will cover:  why investors are still

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New Asian century: post-pandemic opportunity

New Asian century: post-pandemic opportunity

🕔14:09, 26.Feb 2021

Why emerging Asian assets will grab a greater share of global investors’ portfolios. A year after the Covid-19 outbreak triggered widespread social and economic upheaval, Asia is emerging out of the crisis stronger and with greater influence on the world stage, pulling the globe’s economic centre of gravity steadily to the East. 

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Asia & China Equities 2021 Outlook in 3-D

Asia & China Equities 2021 Outlook in 3-D

🕔14:46, 23.Feb 2021

Asia’s relatively effective pandemic control in 2020 has enabled a gradual normalisation of domestic demand. Asia remains the engine of global growth …

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Capital Group – Webinar – What will be the key factors driving EM debt markets in 2021?

🕔09:30, 17.Feb 2021

Webinar – What will be the key factors driving EM debt markets in 2021? With three quarters of developed market bonds currently trading at negative yields once adjusted for inflation, there is added impetus for investing in emerging market (EM)

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DCEP may play a key part in China’s long-term economic transition

DCEP may play a key part in China’s long-term economic transition

🕔07:28, 28.Jan 2021

China’s Digital Currency Electronic Payment (DCEP) system was proposed in 2014 and will be one of the first Central Bank Digital Currencies (CBDC) in the world. The DCEP was first tested in April 2020 within Shenzhen, Chengdu, Suzhou and Xiong’an New Area (Xiong’an). The pilot in Xiong’an is part of preparations for the 2022 Winter Olympics. The pilots may be expanded to cover several …

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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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