Indonesian SWF investment co-head departs; Manulife names new CEO for its Indian Joint Venture; Australia's QBE names new Asia property lead; VFMC appoints new chief finance and risk officer, and more.
India
Senior partner Anurag Agrawal says India’s leading impact investor is reshaping its 2026 playbook as inflation steadies, interest rates fall and geopolitical risks rise.
The landmark agreement between New Delhi and Washington cuts tariffs, stabilises the rupee and removes key overhangs for Indian equities.
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Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.
Gold is no longer being viewed in isolation. Asian allocators are broadening their definition of store-of-value assets while reassessing gold’s role as a strategic portfolio anchor.
Structural reforms in Japan, rapid economic expansion in India, and China’s resilience as an AI leader are reshaping deal flows.
Japanese lawmakers push for a $3.2trn sovereign wealth fund; South Korea to launch $14bn SWF; Taiwan's Bureau of Labour Funds awards $1.6 billion equity mandate; and more.
India and Southeast Asia are becoming innovation powerhouses as AI, climate investment, and supply chain diversification converge to create unprecedented opportunities.
APRA executive director steps down; ART names two new board directors; Ares Management hires new managing director; NGS Super appoints currency and commodities portfolio manager; and more.
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With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.
Tangency Capital secures a $100 million–$300 million insurance-linked securities (ILS) mandate from Funds SA; Indonesian sovereign wealth fund Danantara announces plans to launch five downstream projects worth $6 billion; and more.
HDFC Pension's CEO explains how expanded equity access, commodities exposure, and REIT flexibility will reshape the $177 billion NPS landscape over the next five years.
