Asset themes

The National Reconstruction Fund Corporation’s contribution is part of a larger $112.3 million Series C funding round and is expected to create 172 high-skilled jobs in the deep tech sector.

As the search for genuine diversification deepens, institutional investors in the region are critically assessing the illiquidity premium to build resilient portfolios.

China’s latest top-level policy meetings reveal a pivot toward stability and self-reliance, as Beijing sets its slowest economic growth target in decades.

Following the historic breakdown of traditional equity-bond diversification, institutional portfolios Asia-Pacific are increasingly pivoting toward alternative income, market-neutral, systematic macro and ILS to secure uncorrelated returns.

Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.

China is no longer being passively inherited through emerging market benchmarks, but it is not being tactically sidelined either.

As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.

The region is seeing a structural reallocation of credit on the back of evolving regulation and a growing gap between traditional lenders and borrowers.

The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.

The region's data centre market is forecast to almost triple from $29.5 billion in 2025 to nearly $79 billion by 2030.

The country offers collateral-rich opportunities and uncorrelated cycles, positioning China as private credit’s largest—and most complex—market.

From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.