China's strategic response to US tariffs alongside India and Asean-based investment opportunity, are set to drive growth across emerging markets in 2025.
Korea
Despite the political uncertainty, institutional investors are maintaining a positive outlook for South Korea's equity market citing attractive valuations and expectations that the crisis will be short-lived.
Geopolitical risks in the lithium-ion battery sector are rising alongside surging EV demand, warns insurer QBE in a new report. China's dominance in the market has prompted the US and EU to impose steep tariffs on Chinese EVs.
The region's real estate market is showing signs of recovery as institutional investors increase their market share, with South Korea and Singapore leading the surge in Q3 2024.
Singapore sovereign fund acquires minority stake in Brisbane Airport; Kansas pension sells $300 million of Chinese securities amid state restrictions; Australian super funds hit $2.6 trillion milestone; and more.
The Canadian pension fund and Pacific AMC have formed their second joint venture in a hyperscale data centre project, in their quest to meet surging digital demand driven by South Korea's booming tech market.
Abu Dhabi and Singapore funds in $6 billion talks for Pye-Barker stake; Korea pension fund expects $56 billion foreign inflow post-WGBI inclusion; Texas mandates China exit; IMRF commits to EQT Asia fund; and more.
PensionDanmark aims to build on direct allocations in the region, which include wind and solar projects in India, South Korea, Vietnam and Taiwan. It also invests via Copenhagen Infrastructure Partners.
GIC to keep investing in US; Singapore deepens decarbonisation drive; Indonesia delays new wealth fund launch; TCorp invests in Cyan Renewables; Maharlika may consider nuclear investments; and more.
The head of the private equity and private credit team at one of Korea's biggest non-life insurers explains where it sees opportunities over the the next year.
PensionDanmark is stepping up pressure on Japan and South Korea to eliminate coal power by 2030, while taking a more lenient approach towards Asia's emerging markets who need more time to balance clean energy transition with their power needs.
Qi Bin set to join central government's liaison office in HK; Malaysia seeks local and foreign family offices; HESTA places mining company on watchlist; HKMA inks partnership with AIIB, others for climate investments; and more.
