Sovereign wealth funds are taking a more hands-on approach to investing, institutional property capital is targeting living-sector assets, and pension reforms are opening new pathways for overseas diversification.
While recent leadership appointments have reassured investors of policy continuity, severe external headwinds and a fragile currency mean foreign allocators remain wary.
GIC, ADIA and EQT exit Galderma in $6.28bn block trade; KKR, IMM Consortium Invest $2.23bn in SK Telecom’s AI data unit; Mongolia targets $2bn for AI and green data centres; Danantara commits $1bn to Partners Group private credit mandate; and more.
Danantara to acquire a stake in Indonesia Stock Exchange; PIF ramps up privatisation drive; GIC and Macquarie partner with Anthropic on US data centre platform; Singapore mulls $500m fund to climate-proof food system; and more.
GIC plans $1 billion private equity stake sale; Danantara prepares $500 million hedge fund allocation; Prime Super and Aware Super explore fund merger; and more.
QBE takes full control of India's Raheja QBE general insurer; Korea plans new investment fund using tax windfall from AI; Mubadala opens $25bn credit business to outside Investors; and more.
Canadian pension OMERS considers acquiring La Trobe Financial; Japan’s Nationwide Business Corporate Pension Fund to allocate 1% of AUM to crypto; Indonesia introduces legal and tax immunity for Danantara bond purchases; and more.
Temasek appoints CFO; REI Super CEO steps down; Prime Super appoints former Brighter Super CIO; Victorian Funds Management Corporation names property head; and more.
Policy uncertainty and currency volatility have pushed up Indonesia’s risk premium, dividing investors between a cyclical correction and a structural re-rating.