South Korea's National Pension Service has reported its highest-ever annual performance as it expands technology implementation and alternative investments globally.
Asset themes
Hong Kong's sovereign wealth fund has deployed capital across 90 technology companies, creating significant co-investment leverage while pursuing a dual mandate of financial returns and ecosystem development that distinguishes it from regional peers.
Despite negative cashflows, Australian closed superannuation fund has outperformed balanced fund peers through innovative investment approaches, with pre-IPO opportunities representing its latest tactical shift.
Despite Beijing's high-level outreach to tech leaders and market rallies, global investors await stronger policy signals from the world's second-largest economy in the face of property sector concerns and geopolitical tensions
Global investors increase allocations to Indian market, with technology and healthcare sectors leading investment flows.
China's DeepSeek has disrupted AI with cost-effective models, yet experts highlight greater investment potential in the US, citing hardware restrictions and innovation challenges in China.
Institutional investors in Japan are increasingly betting on European real estate to diversify as they seek to gain more exposure to alternative assets, fund managers said.
While watching market developments, investors are eyeing inference-focused companies as AI infrastructure spending comes under scrutiny.
Rising costs and shifting trade patterns force Thailand's manufacturing evolution while Vietnam emerges as the new low-cost production hub of Southeast Asia
2025 could offer a mix of exit opportunities for asset owners looking to divest as trade sales, secondary buyouts, and IPOs regain momentum.
As China implements market-friendly policies and technological advancement initiatives, international investors are showing fresh appetite for the world's second-largest economy.
The People's Bank of China continues its bullion buying spree despite record-high gold prices, while new regulations open the door for insurers to enter the market. Asset managers weigh in on the strategic implications.
