Sovereign wealth funds and Chinese policy banks are forging a new investment nexus as global banks step in to structure flows across clean energy, infrastructure and advanced industries.
Fund Managers
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.
In this edition of our quick fire Q&A, AsianInvestor catches up with Aviva Investors' Sandra Cheng.
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The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.
JP Morgan Asset Management's latest research suggests a 30% allocation to alternatives can elevate a traditional 60/40 portfolio, boosting its projected return to 6.9% while building resilience against rate volatility.
Morrison Foerster’s 2025 survey shows deeper ESG adoption, stronger governance, and rising focus on responsible tech.
A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.
Global asset managers say distribution, once a supporting function, is now the industry’s core strategic battleground.
Singapore’s sovereign wealth fund becomes lead investor in a $91m funding round for Infravision; Japan's GPIF reports a 5.52% return for Q2; Canada's OTPP is set to shut down its Asia real estate team; and more.
With GP-led deals gaining traction and LPs seeking exits amid macroeconomic headwinds, Asia’s evolving landscape is reshaping how capital moves across the region.
