HDFC Pension's CEO explains how expanded equity access, commodities exposure, and REIT flexibility will reshape the $177 billion NPS landscape over the next five years.
Lucas Cacioli
The government-backed investor is addressing forced early IPOs through its latest commitment, as Japan seeks to build a more sustainable risk capital cycle and nurture future unicorns.
Following the UK's examination of Australia's superannuation system last year, the Trump administration is now signalling serious consideration of the mandatory savings model for US retirement savings.
With the country's fund universe expanding sharply, the Dinesh Hinduja Family Office demands manager accountability and conviction. Its disciplined “right to win” framework rewards substance over style.
HDFC Pension manages explosive growth amid regulatory guardrails while positioning for demographic dividend that could transform the world's most populous nation into an investment powerhouse.
The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.
The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.
Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.
The firm’s hands-on value creation approach extends beyond capital provision to include business development, fundraising assistance, and strategic guidance.
The Dinesh Hinduja Family Office is capitalising on India's private credit boom driven by "China Plus One" manufacturing relocations and regulatory changes that have created significant opportunities in the underserved small and medium enterprise market.
Strategic Year Holdings deliberately avoids high-profile deals and managers, preferring to be amongst the first investors in young companies before famous institutions discover them, a strategy built on 26 years of contrarian investing across Asia.
Samruk-Kazyna is establishing sharia-compliant investment vehicles and sukuk programmes to capture flows from Gulf investors, while positioning Kazakhstan as Central Asia's Islamic finance gateway.
