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.
Korea
Japanese lawmakers push for a $3.2trn sovereign wealth fund; South Korea to launch $14bn SWF; Taiwan's Bureau of Labour Funds awards $1.6 billion equity mandate; and more.
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
Temasek joins $8.4bn Clearwater Analytics takeover; Trian Fund Management and other global investors to drive $7.4bn Janus Henderson buyout; Japan's Amova to take full control of AHAM in $575m deal.
GIC and Brookfield Asset Management struck a binding agreement to acquire National Storage Reit (NSR) for about $2.65 billion; Singapore's bourse has denied reports it may buy Cboe Australia.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
Singapore’s sovereign wealth fund becomes lead investor in a $91m funding round for Infravision; Japan's GPIF reports a 5.52% return for Q2; Canada's OTPP is set to shut down its Asia real estate team; and more.
Korea’s private equity industry is entering its next growth phase as governance reforms, succession transitions and global expansion reshape investment strategies.
Korea Venture Investment Corp. is drawing deeper interest from pension funds, policy lenders and corporates as allocators diversify into venture capital, encouraged by steady returns and a maturing startup ecosystem.
From data centres to hybrid lodging assets, institutional and family office investors are testing exposure to South Korea’s real estate.
Singapore’s sovereign wealth fund GIC accuses Nio and its top execs of artificially inflating revenue and misleading investors; South Korea's pension fund NPS is on track to post its first annual loss on foreign alternatives since 2020; The UK government will hold high-level investment talks with Australia's largest pension funds; and more.
