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.
Thailand
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.
Asia's sustainable fund markets saw 41 new products launched in the second quarter with Thailand's incentive scheme driving the surge, and Japan reversing its 11-quarter outflow streak.
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.
Singlife is fine-tuning its sustainability goals across private equity, fixed income and infrastructure investments.
Geopolitical volatility is prompting family offices to diversify across regions and sectors, with capital reallocation accelerating into Asia and the Middle East.
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.
Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline.
GenZero and partners urge Southeast Asia to abandon siloed climate action in favour of systems-level decarbonisation. A new report calls this shift essential to unlocking the region’s green growth potential and resilience.
Hong Kong pension fund suffers 3.2% April drop amid trade tensions; Norway's sovereign fund sees largest loss in 18 months despite increasing US allocation; Keppel secures $1.53bn for flagship funds; and more.
Future Fund veteran takes thought leadership role; QTC names ex-TCorp exec as CEO; Funds SA deputy CIO departs; JLL promotes Thailand head, and more.
Flexible structuring and faster execution positions private credit as a key enabler for early-stage and transitional green projects as traditional banks pull back.
