Apac institutional investors are deploying private capital to bridge bank financing gaps, while global tech giants pour billions into digital infrastructure amid rising middle-market debt pressures, a Moody's report found.
As AI-driven issuance propels US convertible bonds to record highs, diverging market dynamics across Asia are forcing global investors to rethink their risk strategies.
Germany's nuclear waste-focused fund is steadily increasing its exposure to Asia, but its ultra-long investment horizon brings its own set of challenges.
While the US remains the commercial benchmark, Asia’s ecosystems are rapidly scaling, anchored by state-backed funds, regulatory reforms and sovereign ambitions.
Regional assets climbed 14% quarter-on-quarter to $2.7 trillion in the second quarter (Q2) of the year, yet net outflows totaled $63 billion, driven largely by China and Japan, according to a report by Morningstar.
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.