While India's market has corrected from recent peaks, strong domestic demand, scale, and robust earnings potential continue to make it attractive relative to regional peers.
From data centres and smart metering to semiconductor fabrication and green hydrogen, India's sovereign fund is targeting climate, digital and frontier technologies that will drive the next phase of economic transformation.
With a massive wealth transfer to the next generation looming, Asian family offices are grappling not only with how to invest but also maintaining harmony as investment goals and personal aspirations evolve.
Canadian pension fund OMERS' APAC head Ashish Goyal says policy support and accessible inroads for foreign direct investment make the country an attractive investment destination.
The answer to the long-running debate between growth and value, is not either or, but in using both inputs to navigate shifts and volatility across market cycles, says Rob Hinchliffe, portfolio manager, head of global sector cluster research at PineBridge Investments.
Investors appear to have reset their short-term expectations and risk tolerance across asset classes due to higher-than-expected inflation, the rise of interest rates, and the war in Ukraine.
Supply chain shocks, rising inflation, and the ongoing Russian assault on Ukraine prompt investors to prepare for an economic environment of stagflation.
We reveal the firms that have grown the most in percentage terms year-on-year by assets sourced from Asia Pacific. Clue: none of them are global companies.
The bank's senior economist, Frederic Neumann, highlights three reasons why investors should be worried as Asian growth appears predicated on pumping economies full of credit.