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.
Taiwan
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.
Tangency Capital secures a $100 million–$300 million insurance-linked securities (ILS) mandate from Funds SA; Indonesian sovereign wealth fund Danantara announces plans to launch five downstream projects worth $6 billion; and more.
First Super CEO steps down to join rival; Cathay Financial names new senior adviser; Link REIT Asia CIO; and more.
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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.
Cathay Financial Holdings is urging governments across Asia to strengthen policies and accelerate renewable energy growth.
At COP30 and the World Climate Summit & Investment COP, the Taiwanese company showcased its vision for an inclusive energy transition, while advancing nature-based solutions.
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.
Cathay Securities Investment Trust is poised to become Taiwan’s largest asset manager as it takes on over NT$7 trillion in investment mandates from Cathay Life.
Temasek-backed Seviora Holdings and Azalea Investment Management have partnered with Korea’s Samsung Securities to expand Korean investor access to global private markets; Japan’s Dai-ichi Life Insurance has invested 100 million yen in CraftBank.
President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.
