More than half of APAC investors say market conditions in infrastructure are improving, far surpassing the global average of 40%, a new fund manager survey says.
Asset owners in APAC reported a 100 basis point drop in target allocations to real estate in 2025, marking the steepest decline among their global peers.
In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.
Scan Holdings family office, led by sisters Sonakshi and Juhi Agarwal, is combining institutional rigour, in-house research and a hedge fund-style approach to managing the family’s proprietary capital.
Singapore-based Racson Capital is building disciplined, conviction-driven investing in private credit and real estate, with a special focus on Australia.
Fallen developer Evergrande’s Hong Kong delisting casts a spotlight on China’s property crisis and raises fresh questions about the battered sector's future role in the world's number two economy.
With sentiment weighed down by US trade policy, a 19% property investment decline in Q2 masks a major strategic shift, as capital flows into sectors including data centres and South Korea's logistics sector.
Australia's commercial property market sees foreign investors accounting for 51% of Q2 transactions as H1 2025 volumes rise 19% year-on-year, with alternatives surging while traditional sectors face headwinds.
Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.
Mahesh Harilela says the investment culture in Asia is becoming too complacent and must evolve from financial engineering to funding frontier opportunities that take time, capital and vision.