Despite US trade tensions, strong domestic demand, innovation, and proactive policymaking reinforce China’s appeal as a long-term investment destination.
Asian markets face a watershed moment in 2025, as Japan's record M&A volumes and India's sustained growth contrast sharply with Greater China's 90% plunge in PE fundraising, forcing investors to adapt through innovative financial instruments and diverse exit strategies.
India's demographic dividend, coupled with robust policy reforms, positions it as APAC's emerging powerhouse, excelling in IT services, consumer spending, infrastructure, and real estate.
With equity markets already hitting record highs after November's US election result, fund managers weigh in on whether the traditional year-end seasonal boost could extend the rally further.
IFM Investors says infrastructure is becoming a global mainstream asset, pointing to digitalisation, decarbonisation, and policy incentives driving capital flows.
In a period of heightened macroeconomic uncertainty, CSC has decided to keep focus on relative value in decarbonisation, energy security, and digital infrastructure.