This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment Partners, discusses these policies in detail and outlines what it might mean for investors. There are two initiatives introduced by China earlier this year. First,... Read more continue reading
26
Nov
2021
Impact Investment Exchange (IIX) and the Australian Government’s Department of Foreign Affairs and Trade (DFAT) has announced the launch of three blended finance solutions to boost resilience and drive investment to small and medium-sized businesses and underserved women in the Asia-Pacific. With AUD2.75 million in funding from the Australian Government, IIX will unlock an additional... Read more continue reading
20
Sep
2021
Maple-Brown Abbott has established an Asian equities fund aimed at delivering investment growth and consistent and reliable income to investors. The Maple-Brown Abbott Asian Dividend Growth Fund provides investors with a portfolio exposed to both sustainable and growing income streams across Asia. It aims to deliver an attractive total return over a five-year period while... Read more continue reading
17
Sep
2021
Investors won’t be able to rely on investment strategies that have worked to generate their income and returns over the past decade. With traditional fixed income investments now yielding close to zero, investors are forced to move further along the risk curve to generate returns, which in turn has become very challenging for their risk... Read more continue reading
08
Jul
2021
China’s economy has performed well in the past year due to its ability to manage the Covid-19 crisis, delivering timely and effective monetary and fiscal stimulus measures. The country recorded an 18% year-on-year GDP growth in the first quarter of 2021 – setting a historic single quarter record, but with growth now normalising, can investors... Read more continue reading
05
Jul
2021
Leading value manager, Antipodes Partners, believes Asian stocks are primed for a long-term period of outperformance as Asia’s leading economies emerge with strength from COVID-19. “Asia, in particular China, has emerged from COVID stronger than many major western economies, with fiscal and government debt intact,” said Antipodes Asia Fund co-portfolio manager, Sunny Bangia. “Money creation... Read more continue reading
23
Feb
2021
Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening. China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far... Read more continue reading
10
Feb
2021
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020. As the economic recovery gathers momentum and political tensions with the US ease a little, we remain constructive for the months to come. After a roller-coaster but still positive year in 2020, the Chinese economy is expected to... Read more continue reading
09
Feb
2021
According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management offerings. While four in five investors still obtain their China equity exposure solely through Global Emerging Market equity strategies, bfinance clients are increasingly using dedicated... Read more continue reading
01
Jul
2020
Do investors gain emerging market exposures indirectly through Australian equities? What is the optimal emerging market exposure for an international equities portfolio? These are the questions Zenith seeks to answer in our 2019 Emerging Market & Asian Equities Sector Report. Given the strong historical relationship between Australian and emerging market equities, investors have traditionally found... Read more continue reading
07
Nov
2019
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