Asia‑Pacific private capital investors are scaling back direct China exposure and turning to India and Japan as liquidity pressures drive focus towards managers with dependable, cycle‑resistant returns.
Philippines
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.
Indonesian SWF planning an $8 billion deal with US-based KBR to build 17 modular oil refineries; Queensland Investment Corporation secures A$50 million mandate to put Brighter Super's retirement savings into local tech businesses.
From enterprise software to renewable energy, Asia’s family offices are co-investing in sectors they know best, using syndicates and clubs to scale access.
Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets and active strategies in Japan and Europe, while remaining cautious on the US dollar and inflation-sensitive assets.
Singlife is fine-tuning its sustainability goals across private equity, fixed income and infrastructure investments.
Pinnacle Towers, backed by private equity giant KKR, has grown to become the Philippines' biggest independent telecom tower operator.
The Philippines' sovereign wealth fund is implementing private-sector governance standards and a strategic partnership approach as it positions itself as a catalyst for investment in the country's development.
Singapore's state investor shifts strategy after startup losses; New York pension fund commits $150m to agriculture; Malaysia's EPF reports 13% decline in Q1 investment income, and more.
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.
As AI, cloud computing and data consumption surge, institutional investors in Asia are positioning digital infrastructure—especially data centers and fiber networks—as foundational, long-term assets.
