Financial analysts assess some wild claims that recent stock market turbulence might be part of a deliberate debt management strategy of the new administration.
Equities
Despite Trump's return to office and compressed global valuations, China's innovative healthcare market presents strategic potential for foreign investors willing to navigate regulatory complexities and sector-specific challenges.
Beijing's 2025 Two Sessions unveiled a 5% GDP growth target amid economic headwinds, emphasising technological transformation, private sector revival and environmental commitments as asset managers weigh investment implications.
Singapore is introducing tax rebates and other measures to rejuvenate its stock market. AsianInvestor asked asset managers and analysts about the impact of these initiatives on new listings and liquidity.
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
Japanese insurers are turning to private credit investments to mitigate interest rate risks associated with the upcoming economic capital regime.
Mark Konyn, CIO of AIA, Asia’s largest insurer, sees early signs of stabilisation in China but remains cautious amid “unexpected” US policy changes.
As South Korea grapples with its worst market downturn since 2009, we asked investment experts to identify potential turning points that could spark a recovery in one of Asia's largest economies.
South Korea's National Pension Service (NPS) is the latest institutional investor in Asia to adopt technology to manage their investment amid growing demand for such service in the region.
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While the US economy and US equities outperformed last year, institutional investors could be turning to Asia as they become more optimistic over the outlook for the region, according to analysts.
As a result of US-China trade tensions and a potentially weaker yuan, focusing on domestic revenue-generating companies may provide better resilience in the current market environment, according to asset managers.
India unveils measures to strengthen its bond market and boost infrastructure development, though concerns linger over shadow debt and transparency.
