Asian equities slide as surging US yields and geopolitical tensions hit North Asia’s growth sectors, sparking debate over a brief reset versus deeper repricing.
As war in Iran rattles global energy markets, a quieter revolution is gathering pace; one where massive investment in grids, infrastructure and efficiency could make clean power not just greener, but the most secure and profitable bet of the next decade.
Allianz Global Investors is negotiating a $600 million purchase of UOB’s asset management arm, underscoring Asia’s growing role in the wave of industry consolidation.
As algorithmic disruption and shifting market structures end the era of easy beta, institutional investors are diversifying beyond US corporate lending towards asset-based finance and markets in Europe and APAC.
Danantara plans 3% "Merah Putih" bond; APG, Bouwinvest commit $300m to Tishman Speyer’s Korea Living Venture; ART invests $2.1bn in property funds; and more.
Industry experts weigh in on which sectors will be hit first, and how the tightening of national security reviews will reverberate through regional markets.