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.
Deciding where active management genuinely adds value now depends on stock correlation, fundamental persistence, and choosing between specialist or generalist managers.
While the US remains the commercial benchmark, Asia’s ecosystems are rapidly scaling, anchored by state-backed funds, regulatory reforms and sovereign ambitions.
While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS.
Danantara to acquire a stake in Indonesia Stock Exchange; PIF ramps up privatisation drive; GIC and Macquarie partner with Anthropic on US data centre platform; Singapore mulls $500m fund to climate-proof food system; and more.
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
Long-term structural shifts in technology, energy security and regional supply chains are prompting investors to broaden their allocations across copper, critical minerals and agricultural assets in the second half (H2) of 2026.