Asia

Governments are deploying capital to secure supply chains, dominate emerging technologies, and fortify national sovereignty as they navigate a 'New World Order'.

Australian Retirement Trust hikes global equities and international bond holdings; Hong Kong and Malaysia bourses launch co-branded large-cap index; Japan’s government fund Cool Japan supports Malaysian insurtech PolicyStreet's Series C funding round; and more.

There will no publication of the daily newsletter on April 3-7. Publication will resume on April 8.

A decade of excess capital deployed into Asia’s private markets has forced a fundamental repricing of risk and is now defining which managers survive the correction.

A Goldman Sachs Asset Management survey shows that global insurers are bracing for recession risks but APAC respondents were more optimistic.

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.

As spreads and scrutiny tighten, insurers are weighing corporate lending against asset-backed securities backed by diversified pools of consumer and real economy loans.

The Uzbekistan National Investment Fund's listing on the London Stock Exchange may be grabbing headlines, but the real work lies in a structural transformation of its underlying assets.

A decisive investor pivot toward tangible cash exits is forcing Indian fund managers to prioritise liquidity over peak-era paper valuations.

Equip Super names acting CEO; HESTA COO leaves fund; GESBC CEO steps down after 14 years; Peak Re appoints new CEO; and more.

HSBC Life, YF Life and Hong Kong's Insurance Authority stress patience, selectivity and diversification as the keys to unlocking value in private markets.

US–Iran tensions jolt markets as oil surges, equities slide and Asian investors scramble to shield portfolios from volatility.