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.
China
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.
In partnership with iShares by BlackRock and FTSE Russell
Amid the new investment mantra of diversification of equity allocations, there is growing demand for exposure to China’s innovation and transformation journey, according to BlackRock’s Andy Ng and Emerald Yau of FTSE Russell.
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.
.png&c=1&h=194&q=100&v=20254819&w=344)
Amid rising geopolitical tensions and a global push to diversify the critical elements, Australia is emerging as a full-cycle powerhouse.
As the US government shutdown enters its 20th day with mounting economic costs, Asian equity markets are attracting global investors with their valuation advantage, policy stability and diverse sector opportunities.
As the market surges and retail flows intensify, institutional investors are raising concerns about cracks forming in overextended private credit markets.
With billions in digital investments and blockchain-backed governance, Malaysia offers legal certainty, making it a trusted node in the “China+1” ecosystem.
Southeast Asia’s new sovereign investor is rapidly investing in the region’s growth and green transition, while Singapore’s GIC notes that easing rates, a weaker US dollar, and reforms are drawing global investors back to Asia.
.jpg&c=1&h=194&q=100&v=20254819&w=344)
Canadian pension fund La Caisse is seeking infrastructure, credit and real estate investment in Asia Pacific; Abu Dhabi's SWF ADQ is aiming to secure a $4 billion syndicated loan from Greater China banks; China's basic pension insurance fund doubles its assets; and more.
%20(1).png&c=1&h=194&q=100&v=20254819&w=344)
Institutional investors are turning back to Asia, lured by deeply undervalued markets and structural growth opportunities. Khazanah and Income Insurance say Asia’s economic heft and rising private-market participation provide compelling investment opportunities.
