Fund Managers

Annual General Meetings are meant to anchor shareholder accountability, yet across Asia-Pacific they risk becoming procedural formalities. Reforming how AGMs function is essential for investor voices, and for the long-term resilience and credibility of regional capital markets.

Asian currencies face renewed strain as a hawkish Fed, high US yields and energy shocks test resilience across the region.

While investors recognise the importance of themes such as geopolitics, AI and public‑private market convergence, many are not yet able to respond in an integrated way, according to new research.

Policy uncertainty and currency volatility have pushed up Indonesia’s risk premium, dividing investors between a cyclical correction and a structural re-rating.

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

Allocators are sharpening due diligence and tightening manager selection to better insulate portfolios.

In this new edition of our quick-fire Q&A, AsianInvestor catches up with Brock Silvers, CIO of Kaiyuan Capital.

Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.

From healthcare and entertainment to mining and brands, royalties are emerging as a distinctive asset class across Asia Pacific.

Asian equities slide as surging US yields and geopolitical tensions hit North Asia’s growth sectors, sparking debate over a brief reset versus deeper repricing.

As war in Iran rattles global energy markets, a quieter revolution is gathering pace; one where massive investment in grids, infrastructure and efficiency could make clean power not just greener, but the most secure and profitable bet of the next decade.

As continuation vehicles become more common across Asia, LPs are becoming more selective about when to stay invested and when to cash out.