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.
Equities
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.
The Adani Group's $250 million bribery indictment last week triggered a sharp share decline, raising questions about its potential impact on India's investment landscape.
Thailand's largest insurer seeks regulatory support for private credit investment while balancing active-passive strategies in an evolving institutional landscape.
Taiwan's largest pension fund manager will hire up to five external asset managers for a five-year term, with each managing $280 million.
Biotech funding has improved this year but remains well below the post-pandemic boom. Still, picking winners in the sector requires deep knowledge and investor discipline.
China's National People's Congress (NPC) meeting last week failed to deliver the immediate fiscal stimulus that investors were expecting. So will such measures be forthcoming over the next 12 months?
CDPQ, PFJC and other investment industry experts weigh in on how they search for opportunities for diversification and returns even as global attention stays locked on the remarkable US elections outcome.
Pension Fund of Japanese Corporations (PFJC) and Canada’s CDPQ said they will keep an eye on private assets as they evaluate the implications of interest rates on market valuations.
Efforts to jointly anchoring the investment fund represent another sign of the growing relationship between the Middle East and Hong Kong.
Institutional investors plan to raise their allocations to equities and private markets to capture opportunities even as they anticipate short-term noise around the US elections, a recent survey noted.
