China’s ETF market suffered unprecedented outflows in Q1 2026, while Hong Kong’s surged with record inflows, highlighting a stark divergence in investor sentiment and reshaping regional leadership.
Fund Managers
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.
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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.
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.
