Indonesian sovereign wealth fund Danantara lodges $1 billion bid for land near Mecca's Grand Mosque; Kazakhstan plans a $500m-1bn crypto reserve fund; Future Fund and QIC become full owners of clean energy developer Tilt; and more.
Fund Managers
Cathay Securities Investment Trust is poised to become Taiwan’s largest asset manager as it takes on over NT$7 trillion in investment mandates from Cathay Life.
As gains concentrate in tech titans, investors weigh momentum against mounting valuation risks.
More than half of APAC investors say market conditions in infrastructure are improving, far surpassing the global average of 40%, a new fund manager survey says.
Korea Venture Investment Corp. is drawing deeper interest from pension funds, policy lenders and corporates as allocators diversify into venture capital, encouraged by steady returns and a maturing startup ecosystem.
Australian SWF's value has grown to A$261bn ($171bn) since its establishment in 2006; Canada's pension fund OMERS will dismiss its entire Asia buyout team as part of a strategic reassessment of its private equity operations; Singapore's GIC is reportedly seeking to sell up to $1bn of its private equity funds' holdings; and more.
Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.
While not all investors fully trust the staggering AI-fuelled rally, fears about missing out have led to a market gripped by hesitant conviction.
Investors offer their key takeaways after a high-level meeting of Southeast Asian leaders and key dialogue partners.
With defence, tech, infrastructure and energy in focus, investors are rotating into key sectors while watching inflation and forex risks.
Temasek-backed Seviora Holdings and Azalea Investment Management have partnered with Korea’s Samsung Securities to expand Korean investor access to global private markets; Japan’s Dai-ichi Life Insurance has invested 100 million yen in CraftBank.
Institutional investors are boosting their global impact allocations, focusing on long-term assets despite rising anti-ESG sentiment.
