APAC: The World’s Powerhouse | Savvy Investor

APAC

Opportunities among APAC markets

APAC is a huge part of the global economy. When these four letters are printed or uttered most investors think automatically of China or India. Indeed, these are two of the biggest markets in the region. However, they are not the only places where opportunities exist. This collection brings to allocators some of the latest analysis on key markets in this region.

China + India = Powerhouse of Opportunities (Eastspring Investments)

Asia remains a high growth region led by China and India. These markets are undergoing a massive transformation, offering investors unprecedented opportunities.

Q&A With The Portfolio Manager: Greater China Equities (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

Stock markets in the Greater China region experienced an impressive rebound based on cyclical drivers. Investors should perhaps be more optimistic about this market.

The Long March Of The Machines In China (Robeco)

Technology is reshaping the Chinese economy and markets. This analysis offers the latest insights into robotic installations across China.

China’s Gold Market In June (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

China’s economic revival made a marginal improvement in June. This also affected demand for gold during the month.

Japan’s Companies Promise Higher Pay and Consider AI (Macrobond)

Is the Japanese labour market becoming even tighter? As Japanese demographics suddenly turn inflationary, companies are scrambling for solutions.

China’s Wealth Management Market: Too Big to Be Ignored (PwC)

This paper argues that various aspects of the wealth management market in Mainland China must be well understood before success can be found.

India Economic Monitor June 2023 (BCG)

This report offers investors the latest statistics and analysis on the Indian economy, looking at its growth trajectory.

Tracking the Changing Trajectory of Japan’s property Market (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

In recent times, Japan has been a magnet for real estate investors, attracted by the backdrop of ultra-low borrowing costs and the healthy property yield premium.

Japan Outlook: The Road To Sustainable Wage Growth (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

Change is underway and long-term growth prospects in Japan may be improving. However, global investors need to be patient for these developments to transpire.

Who’s Who in the Zoo of Australian Asset Management? (Firstlinks)

For compliance reasons, this paper is only accessible in certain geographies

An in-depth look at the asset management industry in Australia, this report dives deep into the sector to explain its constitution and the driving forces behind it.

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