asia
Data from Corporate Governance in Asia 2023, a new report by Insightia, a Diligent brand, show that local investors are adopting activism as a tool to maximize value creation, while investors and regulators alike are actively working to strengthen corporate ESG reporting. ESG Is Becoming A Priority For Asian CompaniesNEW YORK, MARCH 21, 2023 | Insightia data released today as part of a new special report highlight a rise in shareholder engagement across Asia, caused by increased activity from domestic investors and mounting pressure on regulators to enhance corporate ESG credentials. Q4 2022 h...
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Views On Asia Multi-Asset InvestingChina / Hong Kong Equities“China’s economic data has shown improvements in January following the country’s reopening measures. After rallying for three consecutive months, the equities market has taken a breather, with some profit-taking pressure from hedge funds since they were early in overweighting China. Q4 2022 hedge fund letters, conferences and more With some companies already reporting earnings results, investors’ focus is shifting to fundamentals and earnings outlook. Long-only foreign investors are still mostly underweight in China and are waiting t...
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Activist Investing In AsiaAnd, as I argue in the foreword, “change is fast becoming unmanageable.” A record 12 demands for board representation were at least partially successful as of May 3, 2022, suggesting that last year’s 24 demands might be bested. Since then, most proxy fights have gone management’s way but a settlement between Japanese restaurant operator General Oyster and top holder Nexta shows that some of the old contempt for shareholder demands is being phased out. Q1 2022 hedge fund letters, conferences and more Indeed, shareholder rights are starting to be used to pressure compan...
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Number of companies publicly subjected to activist demands has increased 28% year-on-year, the second big consecutive increase.COVID-19 has had less impact on activism in Asia than other markets.Institutional investors are stepping up votes against management proposals in Japan.Activism In AsiaQ1 2022 hedge fund letters, conferences and more The region has continued to experience growing volumes of activism throughout the COVID-19 pandemic, in contrast to North America and Europe. Asia represented 7.3% of global activist targets in 2015, reaching 14.5% in 2021 through consecutive increases. As...
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Asia is expected to lead the global petrochemical industry capacity growth from new-build and expansion projects by 2030 with 57% share, according to GlobalData, a leading data and analytics company. Q3 2021 hedge fund letters, conferences and more Asia Expected To Lead The Global Petrochemical Industry Capacity GrowthGlobalData’s report ‘Global Petrochemicals Capacity and Capital Expenditure Outlook, 2021 - 2030 – Asia Leads Global Petrochemical Capacity Additions’, reveals that the total petrochemical capacity of new-build and expansion projects in Asia is expected to be 477 million tonnes p...
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Some experts agree that the soaring prices of fossil fuels worldwide are building the case of an “energy crisis,” which could send shockwaves in the U.S. economy and its consumers, and also have an impact in energy policies in the country. Q3 2021 hedge fund letters, conferences and more According to MarketWatch, “Energy assets from natural-gas futures NG00, 2.45% to crude-oil CL.1, 1.19% have been trading at or around multiyear highs, with the ascent notable for its pace and severity.” Energy CrisisAs things stand the U.S. and the world at large, the ensuing energy policies will have a huge i...
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