As climate hazards intensify and the policy landscape diverges, investors are reweighing portfolios and moving to separate hype from durability in climate and transition technologies.
Asia
Indonesia's new sovereign wealth fund plans $1.2 bn fund raising to expand investment; South Korean teachers' pension fund appoints two new advisory firms; and more.
The region's property market is set to post a modest recovery in 2026 but possible inflation shocks and the impact of AI on office space demand hang over the sector.
As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter more than trying to predict technology winners.
Investors are closely watching how political uncertainty in Tokyo reverberates across Asia, potentially reshaping capital flows into South Korea, Taiwan and select ASEAN economies.
AA Insurance appoints CFO; QBE Re taps Greater China lead; Munich Re names chief representative in Thailand: and more.
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Ageing economies face a stark choice: either do nothing and decline in population and economic activity or invest in innovation and technological transformation and continue to grow.
In partnership with M&G Investments
2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
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Regional funds are maintaining exposure to gold, silver and platinum while pivoting toward copper, lithium and rare earths as strategic bets.
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.
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.
