Japan: Are the stars aligned?

Japan equities are seeing the highest inflows in 20 years. Improving economic fundamentals aside, the positive sentiment is being fuelled by cyclical tailwinds and structural reforms that are still in play. Despite the strong rally to date, the Eastspring Japan equity team believes that there is more room for upside.

China is back: Tracking the progress of China’s accelerated re-opening

Japan's good value creates alpha opportunities

Japan’s companies are among some of the most cash rich, globally. Equally, some of the most attractive developed market valuations are to be found in Japan. Investors willing to look beyond the economic headlines will discover a market of stocks that is attractive on many fronts.

Eastspring Investments: Deriving value from Japan’s ESG potential

Japan’s unique geography, culture and mixed ESG performance suggest there is room for further improvement in sustainability practices. This creates opportunities for long-term value investors who not only have the discipline to undertake rigorous due diligence, but the patience to engage management to drive better sustainability outcomes.

Eastspring Investments: Not all carbon emissions are equal

As low-carbon investing gains momentum, growing regulatory requirements will force more companies to report carbon emissions data. However, investors should be aware of the data quality and gaps and set realistic carbon reduction goals to achieve their low-carbon portfolios.

Eastspring Investments: Investing in Chinese tech companies throughan ESG lens

Tech can help to enable ESG but the often-disruptive nature of new technologies makes it imperative that tech companies build trust with different stakeholders. As the Chinese tech sector improves on its ESG commitments and disclosures, this is in line with the broader trend Eastspring sees in the China A-share market.

Eastspring Investments: Effecting change via active stewardship

Asset owners and investment managers across Asia are increasingly adopting stewardship codes. Eastspring has found that the best practices are ones that include dialogues with investees.

Eastspring Investments: Financing Asia’s sustainable future

The pressing need to build climate resilient infrastructure, and the potential boost to economic growth from such an endeavour has made green infrastructure a priority for many Asian governments. We expect the Asian bond market to play a key role in helping to finance these investments, which will in turn create more diverse opportunities for bond investors.

Eastspring Investments: Achieving low carbon portfolios the quantitative way

Integrating Environmental, Social and Governance (ESG) factors into the investment process is becoming mainstream. But it is not without challenges given there is no standard set of ESG metrics. The different approaches adopted by investment managers thus deserve to be assessed on their individual merits

Eastspring Investments: Why Asia offers the opportunity for ESG outperformance

Eastspring Investment expect “E” to take centerstage in ESG investing in Asia as climate impact is forecasted to hit the region the hardest. The urgency to undertake effective responses and strong government support will see rising issuances from Asia’s energy, transportation, banking and real estate sectors, creating numerous opportunities for bond investors.