Taiwan

Despite regulatory advancements aimed at strengthening ESG frameworks, sustainable investment across Asia Pacific (Apac) endured heavy outflows in the second quarter (Q2) of 2026, according to a report by Morningstar.

Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.

Artificial intelligence (AI) remains the dominant investment theme across North Asia, but institutional investors are no longer approaching Japan, South Korea and Taiwan as a single regional trade.

Singapore now captures more than 40% of Taiwanese offshore assets as families prioritise geopolitical safety, legal clarity and multigenerational planning.

Oman Investment Authority's Future Fund announces projects worth $1.74bn; KWAP seeks recovery from eFishery fraud; Malaysian state Sabah mulls sovereign wealth fund; and more.

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.

Abu Dhabi considers setting up new defence-focused investment vehicle; Taiwan’s Bureau of Labour Funds trims US exposure; Australian pension Brighter Super shifts away from domestic equities in favour of global AI stocks; and more.

The most coveted late-stage investment opportunities in Asia rarely need family office capital. The firms that are getting in are offering something else entirely.

China's CIC, Indonesia Investment Authority and Azerbaijan's SOFAZ launch $1bn private equity fund; Abu Dhabi consolidating China strategy by bringing together assets from Mubadala, L’Imad; and more.

South Korea's NPS set to increase strategic forex hedging ratio over the long term to support struggling won; Malaysian KWAP puts $47m in cooling firm through climate initiative; AustralianSuper to increase members' insurance premiums by 40%; and more.

Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.