Despite Trump's return to office and compressed global valuations, China's innovative healthcare market presents strategic potential for foreign investors willing to navigate regulatory complexities and sector-specific challenges.
China
Facing massive energy demands, AI development pushes institutional investors toward data center power solutions.
Investors are demanding more detailed ESG disclosures from private market managers, with carbon emissions and social impact taking centre stage.
Developed APAC countries like Japan, South Korea, Australia offer promising real estate opportunities thanks to the e-commerce boom, but investors are still cautious about China's market.
China has lowered the threshold for foreign fund managers to enter its booming pension market, but the opportunity is not easy to grasp.
Beijing's 2025 Two Sessions unveiled a 5% GDP growth target amid economic headwinds, emphasising technological transformation, private sector revival and environmental commitments as asset managers weigh investment implications.
British International Investment is intensifying its focus on high-impact investments in Asia, particularly in renewable energy and sustainable infrastructure.
Chinese insurers' new gold investment pilot program marks a significant shift in institutional asset allocation, signaling evolving global investment strategies and growing interest in precious metals as a portfolio stabiliser.
Despite Beijing's high-level outreach to tech leaders and market rallies, global investors await stronger policy signals from the world's second-largest economy in the face of property sector concerns and geopolitical tensions
Leading investors increase regional property allocations amid shifting market dynamics, with selective opportunities emerging in developed markets.
Global investors increase allocations to Indian market, with technology and healthcare sectors leading investment flows.
China's DeepSeek has disrupted AI with cost-effective models, yet experts highlight greater investment potential in the US, citing hardware restrictions and innovation challenges in China.
