Governments may be tempted to backtrack on emissions commitments in the short term, but investors see new opportunities arising from energy uncertainty.
Alternatives
Investment leaders discuss strategies for uncertain markets and the threat of an oncoming recession at the 2022 Milken Institute Asia Summit.
The conversation about Chinese investments is quieter than it was before, but a camp of venture capitalists remains optimistic about its recovery.
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The South Korean market highlights an ongoing dilemma for asset owners’ appetite for private equity investments.
In 2018, Japan’s GPIF sought exposure to global real estate as part of a strategy to increase its alternatives portfolio - four years on, its allocation has grown nearly 500%.
The central bank will invest with global private credit fund managers, marking the extension of the Private Markets Programme (PMP) to the asset class for the first time.
Vietnam’s start-up ecosystem often draws comparison with that of Indonesia and China some years back, but investors in the market face different opportunities and exit options, say VC experts.
The sovereign fund carrying out the Belt and Road Initiative is expanding its footprint in Central Asia by partnering with Saudi’s leading private water and energy operator, ACWA Power.
High net worth investors are increasingly turning to bricks and mortar to allocate capital, with Japan and its residential housing sector emerging as a favoured destination.
More profound issues beyond the liquidity crisis of property developers include Chinese residents’ impaired confidence in the housing market and the slowing home sales dragging economic growth.
Asia’s private credit market is seeing a surge in investments from foreign asset owners and institutions in search of portfolio diversification amid uncertain economic conditions.
This reluctance contrasts sharply with large allocations by New Zealand super funds and increasing interest from Asian investors.
