Singapore-based Vedas Group, a single family office, views JPY carry-trade unwinds as short-term market dislocations rather than systemic economic risks — and is positioning its portfolio accordingly.
Nishtha Asthana
Investors are moving beyond broad benchmarks into sector, factor and active ETFs, while issuers and exchanges race to meet demand with feeder structures, synthetic products and advanced trading workflows.
Investors are raising demands for independently verified data, defensive cash flows and clearer market visibility as clean-energy allocations mature.
The Singapore-based firm is widening its focus beyond the US to North Asia, Europe, and Australia for late-stage secondary deals — prioritising companies with clearer profitability and a short liquidity horizon.
The Delhi-based firm has evolved into a tightly run investment platform that mirrors hedge fund sophistication—complete with in-house analytics, daily NAV calculations and a risk-managed portfolio spanning public markets.
Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.
The country's JPY100 trillion ETF market is moving beyond its narrow, passive foundations, driven by shifting investor behaviour and regulatory change.
Investors are broadening clean energy commitments as digital growth, energy security, and yield pressures reshape allocations, with new allocator channels demanding both impact and financial returns.
For investors at COP30, credibility is the new currency: transition plans have shifted from voluntary reporting to non-negotiable inputs that dictate capital flow.
Global asset managers say distribution, once a supporting function, is now the industry’s core strategic battleground.
Private credit managers across Asia-Pacific report strong demand from mid-market corporates and sponsors seeking bespoke solutions. Investors, meanwhile, are becoming more selective, favouring structured protection and asset-backed stability over pure yield.
Singapore-based Two Trees Capital sees renewed IPO momentum and growing institutional interest reshaping late-stage tech valuations.
