Tag : ai

As Beijing maintains discipline on property and lowers deposit rates, some experts think China may be engineering a structural shift in how capital is formed, allocated and deployed.

Asia’s diverging market narratives raise the question of whether the Artificial Intelligence rally is short-term hype or the start of a deeper structural shift.

From discounted AI valuations to an untapped private credit market, Asia's investment case has quietly outgrown the questions being asked about it.

The National Reconstruction Fund Corporation investment is part of a broader push to strengthen domestic manufacturing capacity in AI-critical technologies.

As the ‘frontier’ of AI keeps moving, Hong Kong Investment Corporation is diversifying into experimental sectors such as embodied AI while deepening its strategic footprint through sovereign co-investment partnerships.

While global liquidity is still abundant for AI and fintech infrastructure, the bar for new and existing managers has been raised to an 'incredibly high' level.

As the region’s digital infrastructure strategies evolve, the ability to deliver AI ready facilities at scale will determine which markets lead and which fall behind.

Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.

Industry leaders caution that while AI can accelerate progress in ESG practices, its environmental footprint is substantial and cannot be overlooked.

Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.

APAC is entering 2026 with resilient deal values, sector-specific momentum in AI, healthcare, and infrastructure, and rising regulatory complexity.

As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.