Global investors increase allocations to Indian market, with technology and healthcare sectors leading investment flows.
Asset themes
China's DeepSeek has disrupted AI with cost-effective models, yet experts highlight greater investment potential in the US, citing hardware restrictions and innovation challenges in China.
Institutional investors in Japan are increasingly betting on European real estate to diversify as they seek to gain more exposure to alternative assets, fund managers said.
While watching market developments, investors are eyeing inference-focused companies as AI infrastructure spending comes under scrutiny.
Rising costs and shifting trade patterns force Thailand's manufacturing evolution while Vietnam emerges as the new low-cost production hub of Southeast Asia
2025 could offer a mix of exit opportunities for asset owners looking to divest as trade sales, secondary buyouts, and IPOs regain momentum.
As China implements market-friendly policies and technological advancement initiatives, international investors are showing fresh appetite for the world's second-largest economy.
The People's Bank of China continues its bullion buying spree despite record-high gold prices, while new regulations open the door for insurers to enter the market. Asset managers weigh in on the strategic implications.
As markets grapple with President Trump's trade policy actions, experts predict additional tariffs on Chinese imports and potential trade announcements targeting China, Europe, and Japan.
Amid global economic realignments, mid-market investments are emerging as a core focus for institutional players, particularly in Asia. With $55 billion in assets under management, Seviora Group leverages its expertise and network to unlock the potential of this dynamic segment.
The family office of India’s Thermax Group is looking at a staggered increase in the allocation to Indian equities, citing unique growth opportunities and favourable valuations compared to developed global markets.
Donald Trump's return to the White House this week has rattled financial markets, with executive orders on climate, tariffs, and immigration sparking fresh inflation concerns. As some analysts bet on potential Federal Reserve rate hikes, leading asset managers share their predictions.
