APAC

Showing of 13 Insights Posts
2022 Asia Investment Forum: Investment strategy in a shifting world
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Replay
2023-03-31
China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
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Quick take
2022-08-31
Amid heightened regulation and geopolitical tension, is China still investable?
Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.
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Quick Take
2022-05-31
Step into the metaverse
The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.
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Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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Article
2022-11-30
Approach growth differently: think development, not just GDP
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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Article
2022-09-30
Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
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Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
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Article
2022-07-31
Super innovators: cutting through the noise
Michael Masdea and Aoi Nishiyama provide insights on volatility, valuations and investing in disruptive tech.
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Replay
2022-07-31
Executive order on China: Biden broadens the brief
Washington’s latest actions targeted at investments in companies linked to the Chinese military-industrial complex represent another important milestone in the long-term trend of US-China decoupling.
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EM equity looks more attractive than it’s been in a decade
Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.
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Emerging markets: Navigating opportunities and risks in today’s crisis
We explore today’s key emerging markets themes including the impact of COVID-19, China’s evolving global relationships and an increased focus on sustainability.
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2021-08-31
A is for allocation: The rationale for increasing exposure to China
Allocations to China equity are widely recommended, but how much is appropriate and why? We consider several reasons why this may make sense for offshore investors.
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2021-06-30