Structural reforms in Japan, rapid economic expansion in India, and China’s resilience as an AI leader are reshaping deal flows.
Japan
US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.
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.
First Super CEO steps down to join rival; Cathay Financial names new senior adviser; Link REIT Asia CIO; and more.
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Temasek joins $8.4bn Clearwater Analytics takeover; Trian Fund Management and other global investors to drive $7.4bn Janus Henderson buyout; Japan's Amova to take full control of AHAM in $575m deal.
Investors are moving beyond broad benchmarks into sector, factor and active ETFs, while issuers and exchanges race to meet demand with feeder structures, synthetic products and advanced trading workflows.
The Singapore-based firm is widening its focus beyond the US to North Asia, Europe, and Australia for late-stage secondary deals — prioritising companies with clearer profitability and a short liquidity horizon.
The government-backed investor is addressing forced early IPOs through its latest commitment, as Japan seeks to build a more sustainable risk capital cycle and nurture future unicorns.
The country's decision to double defence spending to 2% of GDP reflects both a recalibration of Tokyo’s security posture in the Indo-Pacific and a broader industrial revival.
The country's JPY100 trillion ETF market is moving beyond its narrow, passive foundations, driven by shifting investor behaviour and regulatory change.
Investors are broadening clean energy commitments as digital growth, energy security, and yield pressures reshape allocations, with new allocator channels demanding both impact and financial returns.
The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
