The investment story is pivoting from troubled property to green tech, advanced manufacturing, and AI—where global capital sees structural growth despite macro risks.
Fund Managers
From AI-driven capex and service digitalisation to a weaker US dollar and stronger domestic markets, investors see emerging Asia, selective European value, and high‑quality franchises as the main winners in a fragmented global equity landscape.
Nearly half of new listings now trade below offer price, as enthusiasm-driven valuations collide with stricter fundamentals.
In this edition of our quick fire Q&A, AsianInvestor catches up with CFA Institute's Mary Leung.
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With living and data centres drawing capital while China logistics and parts of industrial lagging, investors must be selective amid tighter pricing and development risks.
The country's decision to double defence spending to 2% of GDP reflects both a recalibration of Tokyo’s security posture in the Indo-Pacific and a broader industrial revival.
GIC and Brookfield Asset Management struck a binding agreement to acquire National Storage Reit (NSR) for about $2.65 billion; Singapore's bourse has denied reports it may buy Cboe Australia.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
With the country's fund universe expanding sharply, the Dinesh Hinduja Family Office demands manager accountability and conviction. Its disciplined “right to win” framework rewards substance over style.
The suspension of key sales data and a sharp drop in developer transactions raise fresh doubts over the sector’s path to recovery.
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.
