While the US remains the commercial benchmark, Asia’s ecosystems are rapidly scaling, anchored by state-backed funds, regulatory reforms and sovereign ambitions.
While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS.
From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
Regional assets climbed 14% quarter-on-quarter to $2.7 trillion in the second quarter (Q2) of the year, yet net outflows totaled $63 billion, driven largely by China and Japan, according to a report by Morningstar.
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.
China and Hong Kong regulators recently rolled out a number of reforms to speed up market integration, which is prompting investors to rethink allocations.