Rising costs and shifting trade patterns force Thailand's manufacturing evolution while Vietnam emerges as the new low-cost production hub of Southeast Asia
Lucas Cacioli
In this new edition of our quick fire Q&A, AsianInvestor features the chief executive officer and chief investment officer for Asia at M&G Real Estate.
Institutional investment appetite remains for quality deals but deployment is becoming more circumspect as refinancing challenges and market uncertainty take hold.
The Japanese government-backed fund is focusing on clean tech and inbound business opportunities while building a global-quality venture ecosystem.
The Japanese government-backed fund is prioritising investments in AI, robotics, and semiconductors in pursuit of the government’s national smart society vision, with a long investment horizon set to 2050.
The Canadian pension giant's first direct Korean residential investment targets strategic Seoul locations amid evolving rental market dynamics.
The Indonesian life insurer looks to quality growth and conservative risk management while maintaining strategic flexibility for market opportunities.
What began as a promising alliance between Donald Trump and the cryptocurrency industry has morphed into a complex ethical dilemma, as the president's launch of personal tokens threatens to undermine his earlier efforts to legitimise the sector.
Three of the world's largest pension funds have recommitted to Scape Australia's flagship student housing vehicle as it converts to an open-ended core fund, reflecting a growing institutional appetite for Asia-Pacific living sector strategies.
The South Korean pension giant's real estate division has launched a strategic partnership with Australian residential specialist Scape to drive growth in PBSA, Build-to-Rent, and emerging living sectors across the Asia-Pacific region.
Growing defense spending and modernisation efforts across the region present opportunities for investors, but government influence and export controls remain key concerns.
Sequis Life is positioning for Southeast Asia's emergence as a global tech manufacturing hub while navigating a new regulatory landscape.
