Equities

China directs billions of dollars of insurance money into stocks; Malaysia’s sovereign wealth fund Khazanah Nasional is rebalancing its portfolio to invest more in developed markets; Korean scientists and engineers fund opens tender for foreign CLO mandate; and more.

Mid-market private equity deals in Asia remain constrained by limited M&A activity and challenging public exits, driving investors toward more mature markets like the US and Europe, according to participants at a Hong Kong family office panel.

While Chinese companies leading technology innovation, green development, industrial upgrades, and consumer recovery are likely to gain interest from institutional investors, the threat of US tariffs and a lack of large-scale easing and structural reforms in China could dampen sentiment.

Investors are increasingly pulling out of China and redirecting their investments to Southeast Asia, according to a panel discussion during the Asia Private Equity Summit.

Asian markets face a watershed moment in 2025, as Japan's record M&A volumes and India's sustained growth contrast sharply with Greater China's 90% plunge in PE fundraising, forcing investors to adapt through innovative financial instruments and diverse exit strategies.

What lies ahead for institutional investors in 2025? From AI to market shifts, leading asset managers reveal their top predictions for the year's most significant investment trends.

As China implements a series of bold monetary, fiscal, and property easing measures to rejuvenate its economy, early signs of improvement are emerging.

With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.

China's strategic response to US tariffs alongside India and Asean-based investment opportunity, are set to drive growth across emerging markets in 2025.

Despite the political uncertainty, institutional investors are maintaining a positive outlook for South Korea's equity market citing attractive valuations and expectations that the crisis will be short-lived.

The Indonesian life insurer maintains long-duration positioning while adapting tactical allocation amid shifting rate cut expectations following the US presidential elections.

With equity markets already hitting record highs after November's US election result, fund managers weigh in on whether the traditional year-end seasonal boost could extend the rally further.