Asian markets face a watershed moment in 2025, as Japan's record M&A volumes and India's sustained growth contrast sharply with Greater China's 90% plunge in PE fundraising, forcing investors to adapt through innovative financial instruments and diverse exit strategies.
Equities
What lies ahead for institutional investors in 2025? From AI to market shifts, leading asset managers reveal their top predictions for the year's most significant investment trends.
As China implements a series of bold monetary, fiscal, and property easing measures to rejuvenate its economy, early signs of improvement are emerging.
With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.
China's strategic response to US tariffs alongside India and Asean-based investment opportunity, are set to drive growth across emerging markets in 2025.
Despite the political uncertainty, institutional investors are maintaining a positive outlook for South Korea's equity market citing attractive valuations and expectations that the crisis will be short-lived.
The Indonesian life insurer maintains long-duration positioning while adapting tactical allocation amid shifting rate cut expectations following the US presidential elections.
With equity markets already hitting record highs after November's US election result, fund managers weigh in on whether the traditional year-end seasonal boost could extend the rally further.
The Adani Group's $250 million bribery indictment last week triggered a sharp share decline, raising questions about its potential impact on India's investment landscape.
Thailand's largest insurer seeks regulatory support for private credit investment while balancing active-passive strategies in an evolving institutional landscape.
Taiwan's largest pension fund manager will hire up to five external asset managers for a five-year term, with each managing $280 million.
Biotech funding has improved this year but remains well below the post-pandemic boom. Still, picking winners in the sector requires deep knowledge and investor discipline.