Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.
Tag : asia
Following the Federal Reserve’s September rate cut, AsianInvestor explores how dovish US monetary policy is expected to bolster Asian equities and domestic demand.
.jpg&c=1&h=194&q=100&v=20252412&w=344)
As geopolitical risks rise, investment strategies are increasingly focused on onshoring, currency hedging and reducing reliance on Asia-dependent suppliers.
In partnership with M&G Investments
Asia’s markets continue to demonstrate a resilience shaped by discipline, adaptation and a shift in investor mindset. Amidst a backdrop of policy uncertainty, trade disruptions and shifting sentiment, how should investors be approaching the region today? AsianInvestor speaks to Vikas Pershad, portfolio manager, Asian equities at M&G Investments for his take on what is changing – and what still matters most.
%20for%20AI%20HK-SG%2008-25.jpg&c=1&h=360&q=100&v=20252412&w=640)
Asia faces mixed fortunes as oil enters a downward-trending cycle—lower prices offer relief to importers but threaten energy producers and investment flows across the region.
President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.
The 2025 SCO meeting highlighted further moves toward a new global order, as the Eurasian group's members back regional security, tech innovation and new investment pathways across Asia.
Cbus hires for newly created strategy role; Fund SA names new deputy CIO; Legalsuper appoints news CRO; NGS reshuffles exec team; and more.
.jpg&c=1&h=194&q=100&v=20252412&w=344)
Once seen as an alternative or currency hedge, gold is now gaining traction among Asian institutional investors as a core portfolio asset.
HESTA nabs CRO from Equip; Ex-Qantas CIO lands new gig; Prudential HK makes key appointments; HSBC AM names global real assets head; and more.
Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.
