A recent study reveals a notable shift in the global perception of public pension funds and sovereign wealth funds towards the investment prospects in Asia, with India outpacing China.
Indonesia
Beset by a lacklustre equity market, Indonesia's relatively buoyant bond market has become practically the only option for its yield-hungry domestic investors.
The Indonesia Investment Authority continues to push ahead with allocations to infrastructure projects while developing new strategic alliances with institutions across the region.
Strong member inflows to the social security fund are held in time deposits for a lack of alternatives. The investment team is building a case for a much wider mandate.
China sovereign fund buys ETFs to step up stock market boost; Korea national pension admits overstating responsible assets; Mubadala joins APG in life science real assets in China; MAS to streamline fund managers regulation; and more.
KMXK Investment cites short-term macro risks as drivers of cautious stance as it remains bullish on region in the long run.
Indonesia's latest co-investment aims to capitalise on global hyperscalers hoping to tap into a booming local consumer market. There is also scope to cater to excess demand from Singapore.
Indonesian SWF inks cooperation framework agreement; GIC mulls sale of Tokyo skyscraper; NPS triple ESG investments; and more.
Vietnam's factory, logistics, and residential segments offer promise, while high interest rates and poor risk-reward ratios have dampened interest in regional peers.
Pressure on companies does pay off, as Asia's largest utilities companies cooperate with investor demand for action on decarbonisation, a recently released report says.
We showcase AsianInvestor's best interviews with asset owners in July – a feat that spans the Asia-Pacific region. Key themes are rising rates impacting portfolio shifts, boosting ESG and revamping external manager mandates.
Asian emerging market equities have pulled in a lot of investment in recent times, even though the picture is mixed when it comes to China. Where are they headed next?