With powerful structural drivers, rising domestic demand and a rapidly expanding private credit ecosystem, India is fast becoming a core growth market for global asset managers.
JP Morgan Asset Management's latest research suggests a 30% allocation to alternatives can elevate a traditional 60/40 portfolio, boosting its projected return to 6.9% while building resilience against rate volatility.
The Dinesh Hinduja Family Office is capitalising on India's private credit boom driven by "China Plus One" manufacturing relocations and regulatory changes that have created significant opportunities in the underserved small and medium enterprise market.
Strategic Year Holdings deliberately avoids high-profile deals and managers, preferring to be amongst the first investors in young companies before famous institutions discover them, a strategy built on 26 years of contrarian investing across Asia.
The insurer, which identified significant potential in the region's less mature but rapidly developing market, is constructing a local portfolio tailored to its balance sheet needs.
Korea Venture Investment Corp. is drawing deeper interest from pension funds, policy lenders and corporates as allocators diversify into venture capital, encouraged by steady returns and a maturing startup ecosystem.
The world's largest pension fund has selected BNY to provide crucial deal-level and fund data for alternatives portfolio, signaling increased focus on private assets among Asian institutional investors.
As volatility reshapes the 40-year bull market, investors in Hong Kong and Singapore are pivoting to ILS, private credit and mid-market strategies, with allocations expected to rise.
Insurers are pivoting to long-term strategies, diversifying into alternative assets to generate the stable cash flows needed to match their long-term liabilities.
Singapore’s sovereign wealth fund, together with JP Morgan Asset Management, argues that the rampant unsystematic approaches to alternatives investing must end, and unveils a new framework for resilient multi‑alternatives portfolios.
With US monetary policy entering a new phase, Asian credit markets are attracting attention thanks to cleaner corporate balance sheets and an attractive yield profile.