Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.
Fund Managers
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
In this new edition of our quick-fire Q&A, AsianInvestor catches up with Shihan Abeyguna, managing director, Southeast Asia, at Morningstar.
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The top-level meeting marks the first US presidential trip to China in nearly a decade, and signals potential shifts across Asian markets.
Singapore's GIC has already embedded TPA into its mandate, while major Korean pension funds are also experimenting with the approach.
The country's asset owners are pivoting away from bonds to incorporate private credit, equity, and infrastructure into portfolios.
Delayed exits, geopolitical fragmentation, and weak distributions are emerging as the defining structural pressures reshaping fundraising, liquidity and dealmaking across Asian private equity.
The annual awards dinner celebrates outstanding achievement and innovation in asset management, honouring excellence across the industry.
Asia’s private equity stands at a turning point, caught between cyclical normalisation and the emergence of a more disciplined, liquidity driven era.
Abu Dhabi considers setting up new defence-focused investment vehicle; Taiwan’s Bureau of Labour Funds trims US exposure; Australian pension Brighter Super shifts away from domestic equities in favour of global AI stocks; and more.
A consolidation wave is reshaping the industry landscape, hollowing out the middle while reinforcing the dominance of global platforms and niche specialists.
Foreign investors are reallocating toward AI-linked and cheaper emerging markets, while rupee weakness compounds equity losses.
