China

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.

Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.

Sovereign wealth funds and Chinese policy banks are forging a new investment nexus as global banks step in to structure flows across clean energy, infrastructure and advanced industries.

The country's JPY100 trillion ETF market is moving beyond its narrow, passive foundations, driven by shifting investor behaviour and regulatory change.

A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.

With its open capital system, strong legal framework, and expanding Shariah-compliant options, Hong Kong is emerging as the launchpad for deeper Middle East–China financial ties.

Nik Amlizan Mohamed reportedly set to leave Malaysian pension fund by the end of November; Guardians of New Zealand hires Leona Cheffins as people and culture chief; AustralianSuper loses director of options David Choi, hires Jessica Chen as CFO; and more.

A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.

With GP-led deals gaining traction and LPs seeking exits amid macroeconomic headwinds, Asia’s evolving landscape is reshaping how capital moves across the region.

Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.

Investors and economists weigh in on the feasibility of Beijing's official target amid policy shifts and regional ripple effects.