As trade tensions escalate and volatility rises, asset owners are rebalancing portfolios, reducing US equity exposure and rotating to Europe as they eye fixed income and emerging market debt for stability and yield.
Korea
Qatar sovereign fund to become third-largest shareholder in ChinaAMC; Australian pension funds back Airwallex's $300m funding round; CapitaLand launches first onshore master fund in China; Taiwan plans to establish sovereign wealth fund; and more.
Emerging market technology companies are leveraging integrated supply chains, cost advantages and innovation capabilities to outperform Western counterparts.
Australian sovereign wealth fund to support Indonesian counterpart's development; Singapore's GIC acquires minority stake in US asset servicing firm; Indonesian regulators place 17 financial institutions under supervision; and more.
Singapore's Temasek invests in Co-Axis digital marketplace; China's sovereign fund selling US private equity holdings; HESTA divests from Mineral Resources over governance issues; Hong Kong's Exchange Fund rebounds in Q1, and more.
As investors look beyond conventional property classes, data centres, senior living, and life sciences facilities emerge as compelling opportunities across the region.
As interest rate pressures persist, investors find opportunities in Hong Kong, China, and beyond, with distressed sales presenting unique entry points for well-capitalised buyers.
Australian super fund developing Australia's largest intermodal terminal; Multiple Korean funds launch tenders for domestic and foreign investments; Malaysia's KWAP sees market decline as buying opportunity, and more.
Jenni Risku of Click Ventures, a Singapore and Hong Kong based single family office highlights the growing role of community-building and AI in tackling global challenges while mitigating risks for investors.
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Asia's real estate sector continues to demonstrate resilience against the fog of uncertainty, as investors increasingly pivot toward the living sector across Japan, South Korea, and other key markets.
GPIF keeps 25% allocations across four asset classes for next five years; NPS introduces new framework allowing more flexible alternative investments; UAE-backed MGX makes $2bn investment in Binance; Thailand launches $6.2bn ESG fund scheme, and more.
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.
