Artificial intelligence (AI) remains the dominant investment theme across North Asia, but institutional investors are no longer approaching Japan, South Korea and Taiwan as a single regional trade.
Singapore now captures more than 40% of Taiwanese offshore assets as families prioritise geopolitical safety, legal clarity and multigenerational planning.
Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.
Cathay Securities Investment Trust is poised to become Taiwan’s largest asset manager as it takes on over NT$7 trillion in investment mandates from Cathay Life.
With bold reforms and a new offshore platform, Taiwan’s Asian Asset Management Centre aims to open its markets wider to international investors and challenge regional rivals.
Its strategic location and policy support position southern Kaohsiung as a new base for offshore funds, despite regulatory and geopolitical challenges.
Global institutions are trimming their Greater China exposure, managing low-probability conflict risks on the back of souring relations between Beijing and Taipei.
While industry experts view this surge as a temporary response to US-China trade tensions, concerns over hedging costs and investment returns remain in focus.
Allianz withdraws offer to acquire Income Insurance; CapitaLand to buy Wingate in Australia; Cathay Life Insurance buys 50% of Taiwan windfarm from Denmark's Orsted; and more.