The suspension of key sales data and a sharp drop in developer transactions raise fresh doubts over the sector’s path to recovery.
Fund Managers
With powerful structural drivers, rising domestic demand and a rapidly expanding private credit ecosystem, India is fast becoming a core growth market for global asset managers.
As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.
Sovereign wealth funds and Chinese policy banks are forging a new investment nexus as global banks step in to structure flows across clean energy, infrastructure and advanced industries.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.
In this edition of our quick fire Q&A, AsianInvestor catches up with Aviva Investors' Sandra Cheng.
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The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.
JP Morgan Asset Management's latest research suggests a 30% allocation to alternatives can elevate a traditional 60/40 portfolio, boosting its projected return to 6.9% while building resilience against rate volatility.
Morrison Foerster’s 2025 survey shows deeper ESG adoption, stronger governance, and rising focus on responsible tech.
A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.
