Korea

More deals are likely in 2025-2026 as Korean carriers seek global expansion amid favourable market conditions.

Foreign institutional appetite for Asia’s private credit market is picking up, but flows are uneven. Investors are gravitating toward larger, developed markets while some regions continue to suffer from structural under-allocation.

Specialist climate investor Clean Energy Finance Cooperation and Canadian pension fund La Caisse launch agricultural platform Meldora to generate carbon credit units; Australian Retirement Trust backs 5-year ESG strategy with $666m Macquarie climate fund investment; and more.

Institutional investors from Singapore, Qatar and Canada are backing a $13 billion Series F fundraising round for the AI platform Anthropic; Temasek is set to make a minority investment in Nuveen's private credit arm; AustralianSuper to keep US Treasury holdings; and more.

Asian emerging market local bonds offer lower yields than Latin American or Eastern European peers, but the region's stability, reforms and shock resilience are boosting its appeal for global investors.

High‑yielding carry trades and surplus‑backed currencies are drawing different institutional investors to Asia, as managers weigh how to balance cyclical opportunities with long‑term stability.

After years of elevated bond–equity correlations, signs of decoupling are emerging in Asia. But the pattern is uneven, with inflation expectations, central bank credibility and market structures shaping whether bonds can reliably diversify portfolios again.

JPMorgan Chase settles claims over role in 1MDB scandal; Temasek eyes restructuring operations into three units; ASIC files lawsuit against Mercer; ART acquires over 5% of gaming company Tabcorp.

Australia's Vision Super is divesting its $3.3 million stake in G8 Education following serious child abuse allegations at one of the company's childcare centres; Igneo Infrastructure Partners has raised $260 million (A$400 million) from Australian super funds.

Singapore's SWF sells 35% stake in its India joint venture to French majority partner Schneider Electric for $6.4 billion; Australia’s superannuation fund Rest to put $150 million in climate investment specialist Wollemi Capital.

Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.

The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.