Korea

After several years of lackluster returns, the Asian high yield market outperformed its European and US counterparts in 2024. This year, fixed income investors are likely to focus on issuers that can benefit from interest rate cuts in the US and changes in trade policy from President Donald Trump’s administration.

Maharlika Investment Corporation to acquire 20% of National Grid amid China tensions; Swedfund commits €40m to emerging markets infrastructure; ADQ launches $1.2bn mining venture; and more.

The Canadian pension giant's first direct Korean residential investment targets strategic Seoul locations amid evolving rental market dynamics.

Three of the world's largest pension funds have recommitted to Scape Australia's flagship student housing vehicle as it converts to an open-ended core fund, reflecting a growing institutional appetite for Asia-Pacific living sector strategies.

Small UK and Australian pension funds make initial Bitcoin investments; ADIA acquires stake in Innocap platform; Mubadala-Getir ownership dispute heats up; and more.

The South Korean pension giant's real estate division has launched a strategic partnership with Australian residential specialist Scape to drive growth in PBSA, Build-to-Rent, and emerging living sectors across the Asia-Pacific region.

Hong Kong pension posts 8.6% return in 2024; AustralianSuper acquires 50% of $858 million warehouse portfolio; Bain Capital matches $1.76 billion Insignia bid; and more.

The investment arm of the World Bank is reshaping Asian markets by strengthening governance, powering private investment and dismantling market barriers.

MetLife Investment Management agrees to buy PineBridge Investments in billion-dollar deal; Sovereign wealth funds increase China investments by 21% to $10.3 billion in 2024; AustralianSuper takes $62 million hit on cobalt miner; and more.

China's strategic response to US tariffs alongside India and Asean-based investment opportunity, are set to drive growth across emerging markets in 2025.

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.