Lucas Cacioli

Kazakhstan's sovereign wealth fund is accelerating its privatisation programme with major state assets set to list on international exchanges, while exploring Panda bonds to tap Chinese institutional capital.

Malaysia's national reinsurer is positioning for reinvestment risk and liquidity challenges while finding opportunities in domestic credit markets, as conservative fiscal policies and stable fundamentals provide a counterweight to global uncertainty.

The world's largest pension fund has selected BNY to provide crucial deal-level and fund data for alternatives portfolio, signaling increased focus on private assets among Asian institutional investors.

The New South Wales public sector fund has engineered an innovative solution to preserve its investment expertise while taking a significant stake in Frontier Advisors, potentially creating a new service model for Australia's mature superannuation funds.

As the US government shutdown enters its 20th day with mounting economic costs, Asian equity markets are attracting global investors with their valuation advantage, policy stability and diverse sector opportunities.

While India's market has corrected from recent peaks, strong domestic demand, scale, and robust earnings potential continue to make it attractive relative to regional peers.

From data centres and smart metering to semiconductor fabrication and green hydrogen, India's sovereign fund is targeting climate, digital and frontier technologies that will drive the next phase of economic transformation.

India's sovereign-backed fund has completed five major exits across renewable energy, healthcare and transportation, demonstrating its ability to build, scale and monetise infrastructure platforms.

As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.

With a unique governance structure balancing government backing and private sector discipline, NIIF has established itself as the gateway for international investment capital flowing into India's infrastructure and growth sectors.

Growing allocations to private credit are helping Asian insurers sustain product returns, but BOC Life warns that exit risks and the need for diversification remain underappreciated as inflows accelerate.

Operating across multiple regulatory jurisdictions require robust valuation frameworks and stress testing for private credit investments, said the life insurer’s head of investment strategy.