There are unexplored opportunities in China's lower-tier cities for private equity investors despite a challenging fundraising environment.
China
While Chinese companies leading technology innovation, green development, industrial upgrades, and consumer recovery are likely to gain interest from institutional investors, the threat of US tariffs and a lack of large-scale easing and structural reforms in China could dampen sentiment.
A leading India based single family office shares a fresh perspective on hedge fund investing, and how these traditionally high-risk vehicles can actually reduce portfolio risk through market-neutral strategies and careful geographic diversification, prioritising capital preservation over aggressive growth.
The Canadian pension giant sees rising opportunities in data centre financing across Asia Pacific, driven by AI demand, while the private credit industry navigates fundraising challenges and intensifying competition.
Nearly two-thirds of APAC institutional investors say they are looking to increase their equities allocations this year.
US-China tariffs are the top risk for investors in 2025, according to Raffles Family Office. The potential economic fallout has prompted investors to prepare contingency strategies, including shifts in asset allocation and a focus on private markets.
Asian markets face a watershed moment in 2025, as Japan's record M&A volumes and India's sustained growth contrast sharply with Greater China's 90% plunge in PE fundraising, forcing investors to adapt through innovative financial instruments and diverse exit strategies.
As foreign investors retreat from Chinese real estate, distressed asset deals and state-backed entities dominate the sector.
As China implements a series of bold monetary, fiscal, and property easing measures to rejuvenate its economy, early signs of improvement are emerging.
MetLife Investment Management agrees to buy PineBridge Investments in billion-dollar deal; Sovereign wealth funds increase China investments by 21% to $10.3 billion in 2024; AustralianSuper takes $62 million hit on cobalt miner; and more.
With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.
Strong fund-raising volumes in private equity this year reflect government and SOE-activity, not private investor demand.
