Geopolitical risks in the lithium-ion battery sector are rising alongside surging EV demand, warns insurer QBE in a new report. China's dominance in the market has prompted the US and EU to impose steep tariffs on Chinese EVs.
Asset Owners
New research points to growing allocations in 2025 as consultants highlight regional advantages over the US and Europe.
Large asset owners in the world have switched their investment focus to India from China, expressing interests in infrastructure and healthcare in the world’s most populous country.
The region's real estate market is showing signs of recovery as institutional investors increase their market share, with South Korea and Singapore leading the surge in Q3 2024.
Australia’s fourth-largest super fund is leveraging advanced data analytics in investments and member services.
Singapore's Temasek launches wholly-owned private credit platform; Japan's GPIF considers raising investment return target; BlackRock acquires HPS Investment Partners in $12 billion deal; and more.
Singapore based single family office Wellco Capital is rebalancing its portfolio with a focus on cash flow resilience and undervalued opportunities, while steering clear of overheated US equities and high-risk AI bets.
Equip Super unveils post-merger team; ADB names new president; TCorp adds investment head; Raffles taps UAE advisor; ART appoints risk chief; and more.
Two Trees Capital, the Genting Group's single-family office, is targeting sustainable investments in Asia's booming food and beverage sector, focusing on value-for-money brands and supply chain resilience.
The recent scandal involving Adani Group and Canadian pension fund CPDQ exposes flagging standards as investors rush for private markets across emerging markets in Asia.
Singapore sovereign fund acquires minority stake in Brisbane Airport; Kansas pension sells $300 million of Chinese securities amid state restrictions; Australian super funds hit $2.6 trillion milestone; and more.
Asia Pacific's largest institutional investors favour strategic third-party partnerships for emerging technology exposure, balancing demographic pressures with traditional risk management approaches.