As soaring demand for AI and government policy propel South Korea towards major data centre hub status, international investors must look beyond Seoul and leverage strong local partnerships to address key constraints.
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Tag : data centres
Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.
Allocators are now scrambling to cover their exposures, with a surge in credit default swap buying the clearest indication of investor concerns.
Citing concentration risks and low domestic yields, the Singaporean insurer is reshaping its portfolio towards greater long-term resilience.
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Pension funds, sovereign wealth funds and asset managers are stepping up investments in Apac data centres as AI fuels demand for digital infrastructure.
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The Hong Kong single family office is selectively underwriting niche tech and capital market allocations while maintaining a highly focused real-asset strategy.
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.
The region's data centre market is forecast to almost triple from $29.5 billion in 2025 to nearly $79 billion by 2030.
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Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
Tokenisation of real assets is gaining traction in Asia as institutional investors, family offices and digital finance players look to new structures, stablecoin-linked strategies and blockchain-enabled governance.
