Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.
Taiwan
The APAC region's exchange-traded fund market closed 2025 at a record $2.43 trillion, powered by China’s fixed-income boom and surging demand for gold.
Philippines' GSIS partners with JIC to improve valuations and risk assessments; Aware Super and TelstraSuper set to merge in next two months; NPS signs MOU with Allianz Global Investors; and more.
Investor confidence in Asia Pacific real estate is rebounding as stabilising interest rates and inflation drive clarity.
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.
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.
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.
Cathay Financial Holdings is urging governments across Asia to strengthen policies and accelerate renewable energy growth.
At COP30 and the World Climate Summit & Investment COP, the Taiwanese company showcased its vision for an inclusive energy transition, while advancing nature-based solutions.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
