Expert views

25
Sep
2024
The new narrative of ESG investing
Since the boom in 2020, global Exchange Traded Fund (ETF) investments that embed ESG criteria have gone through some...
Expert views
Since the boom in 2020, global Exchange Traded Fund (ETF) investments that embed ESG criteria have gone through some bumpy years – particularly in 2023. Macroeconomic events such as the energy price shock in Europe, interest rate hikes, and even political elections, have had a profound impact on ESG investing.
The new narrative of ESG investing
23
Sep
2024
What's different in the global markets cycle?
Global markets are moving into a new phase, one that will require investors to manage their portfolios more actively as...
Expert views
Global markets are moving into a new phase, one that will require investors to manage their portfolios more actively as the easy returns of the past couple of years fade while volatility increases. However, this is also a market where intelligent asset allocation and a thoughtfully structured portfolio will be able to generate alpha – a chance for active...
What's different in the global markets cycle?
30
Aug
2024
Something new under the sun: How a landmark New Zealand solar securitisation shows the way to unlock Asia’s potential
Capital markets solutions offer another way to provide the scale of financing needed for the energy transition in Asia...
Expert views
Capital markets solutions offer another way to provide the scale of financing needed for the energy transition in Asia Pacific. A new Societe Generale-backed solar securitisation in New Zealand could serve as a template for other jurisdictions.
Something new under the sun: How a landmark New Zealand solar securitisation shows the way to unlock Asia’s potential
18
Jul
2024
Asia economic and investment outlook for second half of 2024
As we enter the second half of 2024, investors focus on the path of disinflation causing divergence in central banks’...
Expert views
As we enter the second half of 2024, investors focus on the path of disinflation causing divergence in central banks’ policy easing. How will these factors play out and what are the implications on Asian markets?
Asia economic and investment outlook for second half of 2024
15
Jul
2024
Asia’s energy transition: a changing outlook for commodities
In the energy transition, the commodities sector is where the pedal really hits the metal. Rising prices are just a...
Expert views
In the energy transition, the commodities sector is where the pedal really hits the metal. Rising prices are just a taste of things to come.
Asia’s energy transition: a changing outlook for commodities
02
Jul
2024
Opportunities in Asian debt capital markets are hiding in plain sight
International connectivity and a nimble approach to debt financing helps issuers and investors access the right...
Expert views
International connectivity and a nimble approach to debt financing helps issuers and investors access the right opportunities at the right time.
Opportunities in Asian debt capital markets are hiding in plain sight
03
Jun
2024
Turning vision into reality for a sustainable EV solutions pioneer
From gigafactories to green ammonia, bankable new business models are key to accelerating the energy transition.
Expert views
From gigafactories to green ammonia, bankable new business models are key to accelerating the energy transition.
Turning vision into reality for a sustainable EV solutions pioneer
27
May
2024
A new spring for Asia’s green transition
Societe Generale Global Markets experts share their views on the drivers and strategies shaping the green transition in...
Expert views
Societe Generale Global Markets experts share their views on the drivers and strategies shaping the green transition in Asia – and what it all means for investors.
A new spring for Asia’s green transition
21
May
2024
How the return of inflation is changing Japan’s economy
In a little over two years, Japan appears to have put three decades of deflation decisively behind it. Accelerating from...
Expert views
In a little over two years, Japan appears to have put three decades of deflation decisively behind it. Accelerating from near zero at the start of 2022 to a peak of over 4% early last year, consumer prices are currently just shy of 3%.
How the return of inflation is changing Japan’s economy
29
Apr
2024
The role of technology and trade finance in decarbonising supply chains
The global push for sustainable supply chains is strengthening the link between digitalisation and decarbonisation.
Expert views
The global push for sustainable supply chains is strengthening the link between digitalisation and decarbonisation.
The role of technology and trade finance in decarbonising supply chains
10
Apr
2024
Future-proofing Australia’s commercial real estate market
Following a correction in valuations during 2023, investors are turning cautiously optimistic about Australian real...
Expert views
Following a correction in valuations during 2023, investors are turning cautiously optimistic about Australian real estate again and refocusing on the sector’s structural growth, which is being underpinned by heavy investment into higher environmental standards.
Future-proofing Australia’s commercial real estate market
21
Feb
2024
Renewing India: an energy transition that is well on the way
Every country is striving to reach net zero carbon emissions in the coming decades. But not all of them face India’s...
Expert views
Every country is striving to reach net zero carbon emissions in the coming decades. But not all of them face India’s additional challenges of trying to decarbonise a rapidly growing economy, while also extending electricity coverage to a still largely rural population of 1.4 billion.
Renewing India: an energy transition that is well on the way
31
Jan
2024
Asia Pacific’s sustainable finance market has reached a pivotal moment
As stakeholders push companies to become more sustainable, technology, regulation and national support measures are all...
Expert views
As stakeholders push companies to become more sustainable, technology, regulation and national support measures are all evolving rapidly to make this possible, allowing investors to deploy more capital with greater certainty.
Asia Pacific’s sustainable finance market has reached a pivotal moment
05
Jan
2024
2024 Outlook: China's Economic gloom to lighten a little bit
Property market stabilization requires faster restructuring of developers' debts
Societe Generale Group
Property market stabilization requires faster restructuring of developers' debts
2024 Outlook: China's Economic gloom to lighten a little bit
04
Dec
2023
Korea’s energy transition can be its next economic miracle
A dazzling economic and exporting success story, Korea can maintain its momentum if its companies adopt greener...
Expert views
A dazzling economic and exporting success story, Korea can maintain its momentum if its companies adopt greener practices.
Korea’s energy transition can be its next economic miracle
20
Nov
2023
China’s economic challenges are spooking global investors. Is the fear warranted?
Despite the deepening troubles in China’s property sector, a financial crisis that could spill over into global markets...
Expert views
Despite the deepening troubles in China’s property sector, a financial crisis that could spill over into global markets looks unlikely.
China’s economic challenges are spooking global investors. Is the fear warranted?
30
Oct
2023
How smart meters are helping Australia embrace a new energy future
Australia’s rollout of smart metering solutions is a template for upgrades to energy networks in Asia Pacific
Expert views
Australia’s rollout of smart metering solutions is a template for upgrades to energy networks in Asia Pacific
How smart meters are helping Australia embrace a new energy future
20
Oct
2023
Banking on Japan: Why a sustainable future holds rich opportunities
As Societe Generale celebrates 50 years in Japan, we look ahead at how the energy transition will shape the country’s...
Expert views
As Societe Generale celebrates 50 years in Japan, we look ahead at how the energy transition will shape the country’s economic prosperity over the coming decades.
Banking on Japan: Why a sustainable future holds rich opportunities
12
Oct
2023
The renminbi deserves its place in regional treasury centres
China’s currency is attracting renewed attention as global trading partners rethink their exposure to the US dollar. For...
Expert views
China’s currency is attracting renewed attention as global trading partners rethink their exposure to the US dollar. For companies where China is a key part of the value chain, it is already logical – and increasingly practical – to deal in renminbi.
The renminbi deserves its place in regional treasury centres
10
Oct
2023
Investors are betting on India. Does the market live up to the hype?
As China cools, India’s markets are rising up the agenda for global investors. Recent inflows could be just the start of...
Expert views
As China cools, India’s markets are rising up the agenda for global investors. Recent inflows could be just the start of things to come.
Investors are betting on India. Does the market live up to the hype?
04
Sep
2023
A bank-wide effort to grow sustainable finance in Asia Pacific
Banks have a critical role to play in scaling up finance and investment to address sustainability challenges. In Asia...
Expert views
Banks have a critical role to play in scaling up finance and investment to address sustainability challenges. In Asia Pacific, a holistic approach is needed to support corporates and investors in their transition.
A bank-wide effort to grow sustainable finance in Asia Pacific
23
Aug
2023
Japan: Tailwinds for markets to continue
Japan continues to catch global investors’ eyes – and it’s not just a short-term bet.
Expert views
Japan continues to catch global investors’ eyes – and it’s not just a short-term bet.
Japan: Tailwinds for markets to continue
06
Jun
2023
A reappraisal of the rupiah is overdue
Vijay Vikram Kannan, Asia Macro Strategist, shares his views with the Business Times on the Indonesian rupiah. The...
Expert views
Vijay Vikram Kannan, Asia Macro Strategist, shares his views with the Business Times on the Indonesian rupiah. The resilience of Indonesia’s currency reflects the country’s revitalised economic prospects and reduced exposure to global risks. Investors can approach the rupiah with renewed confidence.
A reappraisal of the rupiah is overdue
02
May
2023
Unleashing Australia’s renewable potential
Australia’s emissions reduction target of 43 per cent from 2005 levels by 2030, and net zero emissions by 2050 will...
Expert views
Australia’s emissions reduction target of 43 per cent from 2005 levels by 2030, and net zero emissions by 2050 will require contributions from different parties.
Unleashing Australia’s renewable potential
21
Apr
2023
Towers, fiber and data centers: building the networks for Asia’s data revolution
A market worth several trillion dollars that is still rapidly expanding: this is the universe of Technology, Media &...
Expert views
A market worth several trillion dollars that is still rapidly expanding: this is the universe of Technology, Media & Telecom, better known as TMT. And while most of the headlines focus on consumer-facing software – the latest chatbot or social media application – much of the real investment and growth is to be found in the infrastructure that is enabling...
Towers, fiber and data centers: building the networks for Asia’s data revolution
12
Apr
2023
From quantity to quality: What is shifting China's economic growth?
The masks are off and growth is back on! After three lean years, China’s borders are open, travel is possible again and...
Expert views
The masks are off and growth is back on! After three lean years, China’s borders are open, travel is possible again and the economy is starting to rebound, the labour market and real estate prices are starting to recover.
From quantity to quality: What is shifting China's economic growth?
02
Mar
2023
Invest without Carbon: Greenflation, and turning costs into opportunities through ESG research
Energy transition comes at a cost, which market participants and policymakers have called “greenflation”. Greenflation...
Expert views
Energy transition comes at a cost, which market participants and policymakers have called “greenflation”. Greenflation is the inflation created when prices of commodities needed to green the economy rise due to increased demand or reduced supply.
Invest without Carbon: Greenflation, and turning costs into opportunities through ESG research
28
Feb
2023
Charging up Down Under: the potential of Australia’s electric vehicle market
Almost 90% of households in Australia own a vehicle, with over half owning more than one; and the average Australian...
Expert views
Almost 90% of households in Australia own a vehicle, with over half owning more than one; and the average Australian drives nearly 13,000km per year (Footnote 1,2). Both numbers are higher than almost anywhere except North America.
Charging up Down Under: the potential of Australia’s electric vehicle market
08
Feb
2023
Baby bust: how China may be able to dodge its demographic time bomb
Online hits for baby buggies on China’s Baidu search engine have dropped 40% since 2018; searches for baby bottles are...
Expert views
Online hits for baby buggies on China’s Baidu search engine have dropped 40% since 2018; searches for baby bottles are down by a third; meanwhile, enquiries about elderly care homes jumped eight-fold last year.
Baby bust: how China may be able to dodge its demographic time bomb
05
Dec
2022
Storming ahead: the potential of offshore wind in North Asia
Although it is becoming increasingly well established in Asia, the potential of renewable energy to help combat climate...
Expert views
Although it is becoming increasingly well established in Asia, the potential of renewable energy to help combat climate change remains huge in a region that accounts for 60% of the world’s population and more than 50% of global carbon emissions.
Storming ahead: the potential of offshore wind in North Asia
14
Nov
2022
Step by step: how to build a viable hydrogen ecosystem
The world is betting on hydrogen. This simplest of elements is increasingly being regarded as a big part of the solution...
Expert views
The world is betting on hydrogen. This simplest of elements is increasingly being regarded as a big part of the solution to global climate change. However the world is only at the start of a potential ‘hydrogen economy’ and Asia boasts some of the most interesting potential.
Step by step: how to build a viable hydrogen ecosystem
07
Nov
2022
China is raising the bar for cash management and trade finance
China’s leadership in digital payments has reshaped the way companies think about cash management. It now promises to...
Advisory & financing
China’s leadership in digital payments has reshaped the way companies think about cash management. It now promises to transform cross-border commerce with the world’s second-biggest economy.
China is raising the bar for cash management and trade finance
06
Sep
2022
The Structural Growth of Australia’s Commercial Real Estate Market
The boom in Australian property prices is well-known. But while most of the attention has focused on residential house...
Expert views
The boom in Australian property prices is well-known. But while most of the attention has focused on residential house prices, which rose 25% last year, an equally compelling story has been unfolding in commercial real estate. And though many analysts expect a sharp drop in the residential sector over the next two years in response to rising interest rates, we...
The Structural Growth of Australia’s Commercial Real Estate Market
15
Jun
2022
Adapting the inflationary environment – Why investors should seek out inflation hedges
From virtually zero at the start of the coronavirus pandemic in spring 2020, to 5% a year later (May 2021), and a...
Expert views
From virtually zero at the start of the coronavirus pandemic in spring 2020, to 5% a year later (May 2021), and a 40-year high of 8.6% in May, US consumer price inflation has blown through estimates, expectations and economists’ narratives. And America’s experience is being repeated across much of the rest of the world, including Asia Pacific. How can...
Adapting the inflationary environment – Why investors should seek out inflation hedges
14
Jun
2022
How sustainable bond innovation fuels positive change
The expansion of the sustainable bond market is opening up new funding opportunities for a wider range of companies and...
Expert views
The expansion of the sustainable bond market is opening up new funding opportunities for a wider range of companies and connecting investors with projects that support Asia’s transition to a low-carbon future.
How sustainable bond innovation fuels positive change
25
May
2022
T+1 settlement in India – keeping up with India’s speed dreams
The transition to next-day settlement is a move that promises to make India’s equity markets among the fastest and most...
Expert views
The transition to next-day settlement is a move that promises to make India’s equity markets among the fastest and most efficient in the world. T+1 is inevitable. The full benefits, however, will only be achieved when all participants are on board with processes crunched and optimised with the help of technology advancement.
T+1 settlement in India – keeping up with India’s speed dreams
13
Apr
2022
Cash management as a catalyst for China’s green development
Short-term green deposits are gaining traction as enterprises seek to make a lasting difference in the decarbonisation...
Expert views
Short-term green deposits are gaining traction as enterprises seek to make a lasting difference in the decarbonisation agenda
Cash management as a catalyst for China’s green development
18
Feb
2020
Bank liquidity on Taiwan offshore
Taiwan is at the forefront of the offshore wind sector developing in the Asia Pacific region.