The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.
The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.
The firm’s hands-on value creation approach extends beyond capital provision to include business development, fundraising assistance, and strategic guidance.
The Dinesh Hinduja Family Office is capitalising on India's private credit boom driven by "China Plus One" manufacturing relocations and regulatory changes that have created significant opportunities in the underserved small and medium enterprise market.
Strategic Year Holdings deliberately avoids high-profile deals and managers, preferring to be amongst the first investors in young companies before famous institutions discover them, a strategy built on 26 years of contrarian investing across Asia.
Investors gathered at the annual Southeast Asia Institutional Investment Forum to learn about the outlook for an uncertain 2020, amid a trade war and slowing global economy.
The event featured speakers from institutions such as AIA, GIC, Great Eastern Life and Tokio Marine. It took place on November 30 and December 1 at the Ritz-Carlton Millenia Singapore.
The Japanese fund firm is set to announce two new hires to bolster its 18-strong asset allocation team, with a conservative strategy primed to target Singaporean institutions.
As Mumbai-based Waterfield Advisors builds a multi-family office with the backing of tech tycoons the Patni brothers, others are said to be making similar moves in India.
Discretionary portfolio management is starting to gain traction, but finding and retaining investment staff to do it is tricky, say private banking heads in Southeast Asia.
Tackling fuel subsidies and appointing the right finance minister will determine Joko Widodo’s success as Indonesia’s new president. But for now, investors are upbeat.