Fund Managers

After a volatile Year of the Snake, investors enter the new year with fresh optimism as experts spotlight key opportunities ahead.

Senior partner Anurag Agrawal says India’s leading impact investor is reshaping its 2026 playbook as inflation steadies, interest rates fall and geopolitical risks rise.

The landmark agreement between New Delhi and Washington cuts tariffs, stabilises the rupee and removes key overhangs for Indian equities.

After a year marked by geopolitical shocks, inflation scares, and violent market swings, here are three major risks investors should be watching in the Year of the Horse.

In this new edition of our quick fire Q&A, AsianInvestor catches up with Lily Choh, group head of asset management at Clifford Capital.

APAC institutional investors are moving up the risk spectrum, targeting 8–12% net IRRs in European infrastructure.

The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.

Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.

Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.

Precious metals’ sharp price correction may reflect a classic “buy the rumour, sell the fact” response to the new Fed chair's nomination, as investors reassess expectations of a dovish central bank and renewed dollar weakness.

Japan’s surging long‑term bond yields and the possibility of a flight out of US treasuries threaten to unsettle markets from Wall Street to Tokyo.

In this new edition of our quick fire Q&A, AsianInvestor catches up with Justin Hooley, Head of APAC private credit at Barings.