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Tag "china"

Beleggen in Chinese obligaties

Beleggen in Chinese obligaties

🕔09:52, 5.May 2021

Een opkomende, wereldwijd belangrijke activaklasse. China is nu de op één na grootste obligatiemarkt ter wereld met een omvang van 15 duizend miljard dollar, net na de VS en vóór Japan [1] , maar telt nog steeds weinig internationale beleggers.

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A Quarter with Two Halves: Q1 China Internet Update

A Quarter with Two Halves: Q1 China Internet Update

🕔15:15, 4.May 2021

Potential Fork in the Road for Investors & Companies: Stay or Pivot to Hong Kong? Data from Bloomberg and based on KWEB holdings as of 3/31/2021. Fund holdings are subject to change. Global indexes may migrate to Hong Kong listings

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China: Financing the Green transformation

China: Financing the Green transformation

🕔10:41, 30.Apr 2021

In the second piece of our three-part report1 , we discussed the micro and macroeconomic impacts of China’s green transformation. While it is difficult to precisely quantify these impacts as China transitions to a carbon-free economy, we do know that

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Unveiling the outlook behind China’s distorted Q1 GDP report

Unveiling the outlook behind China’s distorted Q1 GDP report

🕔11:17, 29.Apr 2021

China’s economy grew robustly in the first quarter of 2021, at least on the face of it. However, underlying growth momentum has slowed. This should reduce any risk of monetary tightening that investors are worried about. The real risk is

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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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China and EM Ex-China

China and EM Ex-China

🕔12:47, 21.Apr 2021

The Yin and the Yang China famously has the world’s second largest economy and a GDP growth rate that’s still north of 6%. What’s particularly enticing to an equity investor, however, is a stock market capitalization of $4 trillion, liquidity

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Capital Group – Webinar – China: Global economic giant or emerging market?

🕔09:30, 21.Apr 2021

Webinar – China: Global economic giant or emerging market? Implications for financial markets and portfolios China is the world’s second-largest economy and the biggest driver of growth globally for many industries. Its share of global GDP has grown rapidly, yet,

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Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors May Be Underestimating

🕔09:24, 20.Apr 2021

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond. T. Rowe Price Insights on International Equities: The rapid rise of China to the world’s second‑largest economy is widely observed. Yet, investors appear to underappreciate China’s

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GSAM – Webinar – Carbonomics: China Leading the Charge?

🕔11:30, 15.Apr 2021

Webinar – Carbonomics: China Leading the Charge? We are pleased to invite you to our “Carbonomics: China Leading the Charge?” webinar with Michele della Vigna on the 15th of April. In this session, Michele Della Vigna of Goldman Sachs Research

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Archegos Fallout, Digital RMB, and Lufax Deep Dive

Archegos Fallout, Digital RMB, and Lufax Deep Dive

🕔11:35, 13.Apr 2021

The global selloff in growth stocks during Q1 2021 did not spare the China internet sector. However, as these companies’ Q4 revenues prove, the portion of consumer spending done online has continued to grow even as the pandemic has receded. We believe the recent volatility in internet and growth stocks, in both the US and China, is only …

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China: Transitioning To A Brave New World

China: Transitioning To A Brave New World

🕔16:04, 9.Apr 2021

The return of volatility to China markets. China’s equity markets have been roiled by a combination of concerns in recent weeks, culminating in the fallout from the Archegos family office liquidations in late March. However, this volatility has retraced …

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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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Why the Eurozone Will Not Mirror China’s Post‑COVID Recovery

Why the Eurozone Will Not Mirror China’s Post‑COVID Recovery

🕔09:56, 2.Apr 2021

China’s success in quickly getting its economy back on track in the wake of the coronavirus will be studied closely by other regions hoping to achieve the same. The eurozone in particular, which faces the possibility of extended lockdowns as the European Union (EU) struggles with its …

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China’s Five-Year Plan: A transformative shift towards self-sufficiency

China’s Five-Year Plan: A transformative shift towards self-sufficiency

🕔08:27, 30.Mar 2021

The National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPCC) closed in Beijing on March 11th. This is the most important event on China’s political calendar, as the NPC approves the main policy objectives that will set the tone for the remainder of the year. This year was especially important, as it also …

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Cooling US ‑ Europe Trade Tensions Could Lead to Bigger Deal

Cooling US ‑ Europe Trade Tensions Could Lead to Bigger Deal

🕔14:03, 26.Mar 2021

The U.S. and European Union (EU) announced a four‑month suspension of all tariffs related to the long‑running dispute about unfair government support for leading aerospace companies Airbus and Boeing, signaling President Joe Biden’s desire to realign trade relations. This pause came on the heels of a similar agreement between the U.S. and the UK.

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KraneShares – Virtual Summit – Future of Green ETFs Summit

🕔14:00, 25.Mar 2021

Virtual Summit – Future of Green ETFs Summit KraneShares’ Future of Green ETFs Summit: Investors can utilize ETFs and index funds to implement efficient ESG investment strategies now that scoring methodologies are widely established. However, the resulting impact for society

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The cost of dominance

The cost of dominance

🕔09:03, 25.Mar 2021

Beyond the immediate challenge of the pandemic, the US-China relationship is the main source of global instability. On this front, the newsflow is not encouraging. The meeting in Anchorage between the US Secretary of State and National Security Advisor with their …

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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, 24.Mar 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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China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

🕔16:16, 18.Mar 2021

China and its strong economic recovery from the coronavirus pandemic have not gone unnoticed. Fourth‑quarter gross domestic product (GDP) growth came in at 6.5% year over year, pushing the annual average growth to 2.3% for 2020. China should be the only major economy to record economic growth …

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China: Policy and investment implications under Biden

China: Policy and investment implications under Biden

🕔12:25, 16.Mar 2021

The first 100 days in power for any new presidential administration is never easy. With US-China relations at arguably their lowest point in 50 years, the administration of US President Joe Biden will have to make some difficult policy decisions that could affect the balance of the world’s two largest economies. How could the relationship evolve over the next four years?

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China’s disinflation and implications

China’s disinflation and implications

🕔13:31, 11.Mar 2021

China has abandoned its ‘growth at all cost’ push and is sticking with its deleveraging and structural reform policy despite the trade war with the US and COVID-19 shocks. This has resulted in a constrained growth environment.

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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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Chinese SOE Debt

Chinese SOE Debt

🕔08:38, 1.Mar 2021

In our white paper, The Mystery of SOE Debt, published in September 2020, we demonstrated that State-owned Enterprise (SOE) defaults are rare. In this update, we clarify that our SOE investment process excludes SOEs of the variety currently defaulting in China, so we stand …

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7 redenen waarom China een goede plek is voor lange-termijn Alpha

7 redenen waarom China een goede plek is voor lange-termijn Alpha

🕔10:06, 25.Feb 2021

Volgens BNP Paribas Asset Management zijn er volop redenen om te veronderstellen dat de Chinese aandelenmarkt de plek is om lange termijn alpha te behalen.

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How low can you go?!

How low can you go?!

🕔08:29, 25.Feb 2021

Policymakers globally are increasingly supportive of the climate transition. Europe recently announced its ambitious plan to reduce emissions by 55% by 2030, in line with its plan for climate neutrality by 2050. China has committed to carbon neutrality by 2060, Japan and South Korea by 2050. More than 50% of global GDP is …

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A Fertile Ground for Long-Term Alpha

A Fertile Ground for Long-Term Alpha

🕔12:15, 24.Feb 2021

In these extraordinary times the investment potential in Chinese equities remains extraordinary. This might sound debatable given current global uncertainties, but at BNP Paribas Asset Management, we believe the long-term growth prospects of the China’s vast, diverse equity markets and a steady move towards sustainable, quality growth …

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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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China is closing the gap, but it is not a superpower on all fronts (yet)

China is closing the gap, but it is not a superpower on all fronts (yet)

🕔13:41, 23.Feb 2021

China has played a very important role – if not the most important role – in the global economy since 2000. Economic reforms and strong growth of the Chinese economy resulted in a global shift of the economic power balance.  During most of the 20th century China’s share of the global economy was …

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Developing capital markets make China an exciting option

Developing capital markets make China an exciting option

🕔08:04, 22.Feb 2021

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities. The past several years has seen investors inundated with negative headlines about trade wars and international tensions. But what has been much overlooked is the significant progress China has made in developing its capital markets, which has made investing there more …

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Student Debt: From Forbearance to Forgiveness

Student Debt: From Forbearance to Forgiveness

🕔12:35, 18.Feb 2021

When you find yourself in a hole, stop digging.” This time-tested maxim can work well for finding a path out of personal debt. Small behavioral changes can allow people to stop running up credit accounts and start paying them down. But when the “hole” represents …

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Developing capital markets make China an exciting option

Developing capital markets make China an exciting option

🕔10:44, 18.Feb 2021

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities

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Entering the World’s Second Largest Bond Market

Entering the World’s Second Largest Bond Market

🕔12:31, 12.Feb 2021

Entering the World’s Second Largest Bond Market China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US. The low market cap to GDP ratio compared with other markets suggests still significant growth

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Monetary policy may stay stable in the future

Monetary policy may stay stable in the future

🕔10:07, 11.Feb 2021

Monetary policy may stay stable in the future China Chartbook – 4Q 2020 Macroeconomics Key views Regarding economic cycles, we expect demand to catch up with supply more quickly thanks to the multiplier effect. Consumption and manufacturing investment are expected

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Alpha Research – Webinar – Technologie en de weg van grijs naar groen in China

🕔11:00, 9.Feb 2021

Webinar – Technologie en de weg van grijs naar groen in China Aflevering 1 van webinarserie “Long Term versus Short Term: Let’s Talk ESG” Alpha Research organiseert een webinarserie van 6 afleveringen met het thema “Long Term versus Short Term:

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BNP Paribas AM – Webinar – A Focus on China

🕔10:00, 28.Jan 2021

Webinar – A Focus on China The Great Instability The Great Instability virtual event series continues into 2021 and BNP Paribas Asset Management is delighted to invite you to join us for the first episode. On 28 January, we host

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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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T. Rowe Price – Webinar – China: de ruwe diamant polijsten

🕔11:30, 26.Jan 2021

Webinar – China: de ruwe diamant polijsten China’s snelle binnenlandse en geopolitieke ontwikkelingen en de ruwe diamant van beleggingskansen, verdienen aandacht van beleggers. Tegelijkertijd is China echter nog steeds ondervertegenwoordigd in indices, kent het een volatiele interne markt en de

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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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Improving fundamentals are likely to be sustained

Improving fundamentals are likely to be sustained

🕔10:15, 6.Jan 2021

China Market Outlook 2021  Thanks to its rapid control of the coronavirus, China is the only major economy that is expected to post positive economic growth this year, according to the Organization for Economic Cooperation and Development, which recently raised

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China: Don’t fret over an increase in corporate bond defaults

China: Don’t fret over an increase in corporate bond defaults

🕔14:39, 30.Dec 2020

Corporate bond defaults were once considered a rare occurrence in China. This is because borrowers have historically relied heavily on financial support from stateowned banks in times of trouble. However, things have started to change in the world’s second largest

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Repositioning Portfolios for a Brave New World

Repositioning Portfolios for a Brave New World

🕔13:26, 23.Dec 2020

Monthly Investment Outlook – December Key points Downside risks weigh on Q4 growth in several countries due to rising contagion and pressure on hospitals; European activity should contract in Q4, and a parallel slowdown is expected in the US, while

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The Future of the US-China Relationship & Its Impact on China’s Internet Sector

The Future of the US-China Relationship & Its Impact on China’s Internet Sector

🕔11:02, 22.Dec 2020

With a new US administration on the horizon, we spoke with David Metzner from the independent research firm ACG Analytics about what to expect from the new administration when it comes to China and Chinese companies. While a broad-scale pullback

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Emerging market investing: Allocation to the fastest-growing markets

Emerging market investing: Allocation to the fastest-growing markets

🕔15:07, 11.Dec 2020

Investment Insights  While each crisis is different, what is striking about this global pandemic is that (excluding China) the impact on emerging market assets appears to be more dire than the spread of the virus itself to those countries. The

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Legacy of the Lockdowns – Outlook

Legacy of the Lockdowns – Outlook

🕔09:35, 11.Dec 2020

In our 2021 Investment Outlook, we seek to help investors navigate the next phases of the pandemic, the legacy of the lockdowns, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at

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Emerging markets: Into the new decade

Emerging markets: Into the new decade

🕔14:40, 10.Dec 2020

Investment Insights  Coronavirus-induced lockdowns have wreaked havoc on the global economy. Among emerging and developing countries, those that are heavily dependent on global trade, tourism, commodity exports, and external financing are likely to be the hardest hit, according to the

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Looking Ahead to a Brave New World

Looking Ahead to a Brave New World

🕔11:22, 10.Dec 2020

Monthly Investment Outlook – December Key points Downside risks weigh on Q4 growth in several countries due to rising contagion and pressure on hospitals; European activity should contract in Q4, and a parallel slowdown is expected in the US, while

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China’s biopharma industry moves closer to inflection point

China’s biopharma industry moves closer to inflection point

🕔15:37, 7.Dec 2020

Investment Insights  In the global scramble to develop a COVID-19 vaccine, brand-name biopharmaceutical giants in the United States and Europe appear to have promising candidates. But there are also several lesser known companies playing a role in helping produce a

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Building solid foundations

Building solid foundations

🕔09:29, 4.Dec 2020

Fidelity International China Stewardship Report 2020 To many outsiders, Chinese equity investing might conjure up images of a huge, freewheeling market where millions of retail investors revel in speculation and sustainability is an alien concept.  But developments on the ground

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Emerging market debt in the new decade: an active approach

Emerging market debt in the new decade: an active approach

🕔08:13, 4.Dec 2020

Investment Insights  Emerging market debt (EMD) has already broadened and deepened significantly in the last few decades and as the asset class has developed, it has become more appealing to a broader investor base. Issuance has increased, thereby improving liquidity.

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