Kristina Shperlik

The firms in the region are building resilient structural foundations while maintaining the agility to navigate a volatile geopolitical landscape.

As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.

The Indonesian sovereign wealth fund's rescue package includes a $1.44bn cash injection with a $405m debt-to-equity swap to stabilise the national airline.

Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.

More deals are likely in 2025-2026 as Korean carriers seek global expansion amid favourable market conditions.

As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.

The journey for an active ETF from product launch to institutional portfolio in Asia can take years, as chief risk officers and due diligence teams move slowly to get comfortable with their innovative structures.

Insurers are pivoting to long-term strategies, diversifying into alternative assets to generate the stable cash flows needed to match their long-term liabilities.

A move away from US assets is accelerating as investors seek refuge in European bank debt, a market offering stability from ECB policy and insulation from tariffs and geopolitical ructions.

With capital market rotations accelerating and old models breaking down, the Hong Kong-based life insurer sees building in-house agility as key to generating alpha and managing risk.

Anchored by its $5.2bn Future Fund, the Gulf state is financing a domestic energy transition and using Hong Kong as a gateway to access key technology and partnerships.

The region has emerged as a powerhouse in global green finance, capturing half of the world's energy transition investments over the past year.