Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.
Fund Managers
Allocators are sharpening due diligence and tightening manager selection to better insulate portfolios.
In this new edition of our quick-fire Q&A, AsianInvestor catches up with Brock Silvers, CIO of Kaiyuan Capital.
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Concerns around energy access, execution certainty and asset scarcity are outweighing traditional fears of technology obsolescence.
From healthcare and entertainment to mining and brands, royalties are emerging as a distinctive asset class across Asia Pacific.
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.
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As continuation vehicles become more common across Asia, LPs are becoming more selective about when to stay invested and when to cash out.
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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.
Pension and sovereign wealth funds are increasingly turning to emerging market bonds to capitalise on structural reforms.
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.
