As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.
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Tag : equities
In partnership with Wellington Management
How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.
The journey for an active ETF from product launch to institutional portfolio in Asia can take years, as chief risk officers and due diligence teams move slowly to get comfortable with their innovative structures.
Ping An is boosting portfolio performance through smart bond timing, high-dividend equities and strategic investments in tech and sustainability.
With the long-standing dominance of US funds questioned due to outflows, Asian markets including South Korea, China, and Taiwan narrowed the performance gap and attracted new interest on the back of strong rebounds.
Kin Leung Chan, the Hong Kong family office's principal, says the traditional divide between public and private investing has narrowed significantly.
Despite rapid growth and rising institutional interest, Asia’s ETF industry remains fragmented and constrained by regulatory and retail barriers — leaving it far behind the US in scale and accessibility.
The $1.41 billion divestment by one of the world's biggest hedge funds underscores some investors' unease with the world's number-two economy, but bullish voices argue that structural strengths in EVs, renewables and tech still make China a long-term play.
The $2 billion Citizens of Israel Fund has brought emerging Asia into its equity portfolio and is building the scale and strategy that could see its future private market allocations reach the region.
In partnership with PineBridge Investments
As we hit the mid-point of the year, uncertainty continues to shape sentiment in the current environment. Across asset classes and markets, investment and portfolio specialists from PineBridge Investments identify what to watch and where to allocate for the rest of 2025.
Exchange-traded funds (ETFs) continue to gain ground against traditional mutual funds, with actively managed versions growing fast in what was once a specialised market segment.
With assets under management now clocking in at over $200 billion, Taiwan's exchange-traded funds market has catapulted to third spot in the region behind China and Japan.
