Drawn by moderate inflation, low market correlation and resilient structural demand, investors are shifting their Asia Pacific (Apac) real estate allocations into Japanese logistics.
Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.
High foreign currency hedging costs and rising local interest rates are driving Japanese defined benefit funds back toward domestic bonds, general accounts and active manager restructuring.
Japan Investment Corporation (JIC) aims to transfer company-building expertise to local investors while raising governance standards across the domestic venture capital (VC) industry.
Japan Investment Corporation is funding strategic tech while respecting the autonomy of global partners like Y Combinator to boost Japan's international competitiveness.
Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.
From actively managing currency hedges to diversifying away from crowded carry trades, AsianInvestor looks at how to navigate yen depreciation amid the Bank of Japan’s (BOJ's) shift towards policy normalisation.
The government-backed fund has committed $50 million to Transpose Platform BOV III Cayman to give entrepreneurs access to global networks alongside its ongoing investments in domestic buyout funds.