China’s 5% growth in 2025 met official targets but the numbers masked deep sectoral divides and persistent weakness on the home front.
Fund Managers
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.
India and Southeast Asia are becoming innovation powerhouses as AI, climate investment, and supply chain diversification converge to create unprecedented opportunities.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
Industry experts share their outlook on bond markets and what to expect from the Fed, Bank of Japan and other major central banks.
Sovereign wealth funds and insurers are embedding the region into long-term strategies as they seek alternatives to stretched US markets, but experts warn success depends on local presence and pricing discipline.
With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
Once a niche play eclipsed by green finance, transition investment is gaining traction, with new standards and rising investor demand pointing to 2026 as a breakout year.
Tangency Capital secures a $100 million–$300 million insurance-linked securities (ILS) mandate from Funds SA; Indonesian sovereign wealth fund Danantara announces plans to launch five downstream projects worth $6 billion; and more.
Whether the year brings soft‑landing reflation or late‑cycle slowdown, gold remains one of the few assets well‑positioned to benefit under both outcomes.
