Despite soaring spot prices and supply fears, the disruption to supplies of helium -- a key material in semiconductor production -- may be cushioned by high inventories, recycling efficiency, and diversified sourcing.
Philippines' GSIS partners with JIC to improve valuations and risk assessments; Aware Super and TelstraSuper set to merge in next two months; NPS signs MOU with Allianz Global Investors; and more.
China’s latest top-level policy meetings reveal a pivot toward stability and self-reliance, as Beijing sets its slowest economic growth target in decades.
US-Israel attacks on Iran and Tehran’s movement restrictions in the Strait of Hormuz have jolted energy markets, raising oil prices and inflation risks that could sharply impact Asia’s economies and investors.
Norway's SWF excludes India's Adani Green Energy from its portfolio; Australia's Aware Super scraps restrictions on high-carbon companies' investment; and more
The apparent benefits for regional heavyweights including China may be overshadowed by fresh legal uncertainty and the rising volatility created by AI, market watchers say.
After a year marked by geopolitical shocks, inflation scares, and violent market swings, here are three major risks investors should be watching in the Year of the Horse.
Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.
Precious metals’ sharp price correction may reflect a classic “buy the rumour, sell the fact” response to the new Fed chair's nomination, as investors reassess expectations of a dovish central bank and renewed dollar weakness.