China

Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.

Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.

Future Group names new CIO in reshuffle; IFM Investors taps investment research head; and more.

The country offers collateral-rich opportunities and uncorrelated cycles, positioning China as private credit’s largest—and most complex—market.

Gold is no longer being viewed in isolation. Asian allocators are broadening their definition of store-of-value assets while reassessing gold’s role as a strategic portfolio anchor.

China’s 5% growth in 2025 met official targets but the numbers masked deep sectoral divides and persistent weakness on the home front.

Structural reforms in Japan, rapid economic expansion in India, and China’s resilience as an AI leader are reshaping deal flows.

US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.

Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.

China-US tensions continue to shape global market narratives, yet allocator behaviour shows geopolitics remains secondary in capital decisions.

The investment story is pivoting from troubled property to green tech, advanced manufacturing, and AI—where global capital sees structural growth despite macro risks.

IAG names Phillip Gibson as New Zealand CEO; Brighter Super appoints David O’Donnell as interim CIO; Cbus Super hires Tim Elliott as new CFO; and more.