As artificial intelligence drives unprecedented power demand across Asia, a massive grid transformation effort is creating new investment opportunities in energy infrastructure, storage solutions and grid modernisation technologies.
The unresolved dispute over military-use rare earths materials in US-China trade negotiations threatens to fragment global supply chains, creating both challenges and opportunities for investors across Asian markets.
The tiny Himalayan kingdom is diversifying beyond hydroelectricity by investing in solar, geothermal and other renewables, as it taps surplus energy to fuel a big bet on cryptocurrencies.
Sustainability chief David Mundy emphasises transparent client communication and strong regulator relationships as key to navigating AI adoption while managing operational risks in Asia's diverse markets.
CPP Investments backs Ares-managed data centre fund; Australian super fund increases allocation to alternative property sectors; Hong Kong industry groups propose MPF default fund consolidation; Oman's sovereign wealth fund launches $200m Vietnam growth fund.
Investors looking to access the China growth story can find targeted exposure through the top 50 domestically listed companies. Here, UOB Asset Management (UOBAM) explores the market positioning and outlook for the five most influential.