The infrastructure investment needs in Asia Pacific are enormous – underpinned by strong economic growth, relatively underserved existing infrastructure and favourable macro and demographic themes, writes Simon La Greca of AMP Capital.
The infrastructure investment needs in Asia Pacific are enormous – underpinned by strong economic growth, relatively underserved existing infrastructure and favourable macro and demographic themes, writes Simon La Greca of AMP Capital.
Real estate equities are in recovery. Despite ‘noise’ in the wider stock market, some property shares are back above pre-crisis levels, powered by demographic changes and currently boosted by inflation worries. Alex Rolandi reports.
For investors in logistics buildings, Covid-19 spurred expected growth by years. Surging demand for e-commerce means the number of warehouse sites is shrinking, providing a solid foundation for the sector’s future, writes Alex Rolandi.
Property markets in Asia Pacific will be at the forefront of a global recovery in real estate investment according to a recently published report.
Industry experts offer their views on the real estate market’s resilience, discuss its main challenges and identify which subsectors are gaining momentum.
Singapore-based asset manager, Keppel Capital, has unveiled a property fund focused on Chinese logistics assets.
Nuveen has named Louise Kavanagh as chief investment officer and head of fund management for Asia Pacific.
Real estate investor, GLP, has raised US$5.4 billion in the second close for its Japan Income Fund.
LaSalle Investment Management has added to its holdings in China’s logistics market following the acquisition of two warehouses.
Asian insurers and pension funds are forecast to grow their exposure to real assets in 2021, despite the effect of the Covid-19 pandemic, with a particular focus on healthcare, social housing and sustainable transport.
At times like these, HSBC Asset Management easily pivots towards emerging markets.
The spotlight on growth markets and the need to be nimble and dynamic is ever-sharper, given the difficulty in predicting monetary policy in the world’s major nations.
A comprehensive, cost-effective, and transparent currency overlay hedging solution is crucial to mitigate FX exposure risks in the complex landscapes of Japan and China's FX markets, explains Hans Jacob Feder, PhD, global head of FX services at MUFG Investor Services.
Ross Dilkes, fixed income portfolio manager at Wellington Management, examines the opportunities and risks for bond investors presented by the region’s decarbonisation agenda.
Shareholders in Japan no longer accept below-par corporate governance standards. Changes are taking place, but there are still areas for improvement, says Tetsuro Takase at SuMi Trust.
Robert St Clair, head of investment strategy at Fullerton Fund Management, explores the reasons investors should be paying attention to the rising demand for healthcare in China.
China's internet market presents one of the most compelling long-term growth potentials for investors today, given the catalysts supporting the sector from both macro and fundamental perspectives, explains Dr Xiaolin Chen, head of international, KraneShares.
David Hunt, president and chief executive of PGIM, tells Romil Patel about leading a top 10 global asset manager in times where “empowering and encouraging the kind of investment decisions as...
Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon...
Funds Europe, the sister publication of Funds Global Asia, hosted an India investment discussion with two seasoned experts and asked if India is the ‘last one standing’ from the Brics phenomenon. We also hear that for India, the inclusion of Indian bonds in a major index may not be the desired...
Strong ESG credentials strengthen the case for Singapore as a leader in Asia of the post-Covid recovery. Our panel discusses the risks and opportunities.