Nishtha Asthana

Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.

The Indonesian sovereign investor sees attractive equity valuations and double-digit dollar returns in digital infrastructure, while weighing the cost of AI adoption.

Catamaran, the $1.4 billion family office of the Infosys co-founder, is exploring partnerships with component makers from Japan, South Korea and Taiwan to build manufacturing capabilities in India.

Citing concentration risks and low domestic yields, the Singaporean insurer is reshaping its portfolio towards greater long-term resilience.

The sovereign investor wants publicly listed investments to account for 70-75% of its AI allocation, giving it greater flexibility as technology and investment opportunities change.

The Abu Dhabi sovereign fund is using partnerships to expand its AI investment while spreading exposure across data centres, language models and applications.

Private credit, secondaries and real assets are becoming established parts of the region's private-market portfolios.

Driven by elevated interest rates, the Singapore single-family office is demanding shorter hold periods, higher commercial maturity and guaranteed paths to liquidity.

Singapore has strengthened its pitch to global asset managers, but the next test is turning policy announcements into clear rules and faster operating processes.

The Hong Kong single family office is deploying AI with founder Johnson Cheng predicting technology could eventually enable a one-person family office.

As demand for private credit cools, regional investors are shifting capital into secondaries and real assets to gain stronger protections and clearer liquidity.

A proposed tax exemption on profit-linked investment returns could strengthen Singapore's appeal to fund managers.