Strong fund-raising volumes in private equity this year reflect government and SOE-activity, not private investor demand.
Hugo Cox
Both institutional investors and family offices are planning big increases despite challenging conditions.
New research points to growing allocations in 2025 as consultants highlight regional advantages over the US and Europe.
The region's real estate market is showing signs of recovery as institutional investors increase their market share, with South Korea and Singapore leading the surge in Q3 2024.
The recent scandal involving Adani Group and Canadian pension fund CPDQ exposes flagging standards as investors rush for private markets across emerging markets in Asia.
Beyond capital, the Indonesian sovereign fund seeks operational expertise, investment capabilities, and insights into risk management and governance.
Despite CDPQ's prompt dismissal of executives linked to Indian energy sector bribes, does this case expose wider oversight challenges for foreign investors in Asian markets?
Indonesia’s sovereign wealth fund has secured $25 billion in future investment agreements, on the back of just $1.6 billion deployed so far from its own reserves.
The focus of asset owners in this part of the world must shift from passive emissions measurement to incorporating measurable transition targets in asset allocation, according to one European expert.
Internal and external mandates have added a combined $10.2 billion, after costs, to the size of the fund, compared to the passive reference benchmark.
PensionDanmark aims to build on direct allocations in the region, which include wind and solar projects in India, South Korea, Vietnam and Taiwan. It also invests via Copenhagen Infrastructure Partners.
PensionDanmark is stepping up pressure on Japan and South Korea to eliminate coal power by 2030, while taking a more lenient approach towards Asia's emerging markets who need more time to balance clean energy transition with their power needs.
