ASEAN’s rising role in AI infrastructure prompts debate over whether the momentum signals a true regional shift.
Tag : ai
Korean pensions must endure volatility and embrace a total portfolio approach (TPA) after painful lessons from 2008 exposed the cost of abandoning long-term conviction.
Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.
Canada’s second-largest pension investor sees the country as an active opportunity market across public equities and digital infrastructure, with corporate reforms potentially opening future private equity deals.
LGT Capital Partners is reinforcing its presence in Asia Pacific markets while embedding AI to sharpen investment decisions.
India’s startups are driving a third wave of innovation, pivoting from services and consumer tech to capital-intensive deep tech across AI, quantum, semiconductors, defence and space.
Artificial intelligence is collapsing the cost of execution. That makes origination the rarest asset of all.
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In partnership with J.P. Morgan Asset Management
Investor preferences are shifting quickly, but not always in the same direction. Asia Pacific (APAC) remains a region of sharply different market structures, distribution models and regulatory regimes, which means what works in one market may not translate cleanly to the next. Dan Watkins, CEO for Asia Pacific at J.P. Morgan Asset Management, says the job for asset managers is to stay close to how decisions are being made amid the increasing role of AI, active ETFs and private markets…
As mature tech hubs face severe land and power bottlenecks, a shifting regulatory landscape and institutional private credit are driving a massive 24% CAGR across emerging regional corridors.
Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.
Asian equities slide as surging US yields and geopolitical tensions hit North Asia’s growth sectors, sparking debate over a brief reset versus deeper repricing.
As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.
