Asia Pacific is seeing renewed conviction among Limited Partners, cautious private credit growth and accelerating IPO exits, according to a new survey.
As climate hazards intensify and the policy landscape diverges, investors are reweighing portfolios and moving to separate hype from durability in climate and transition technologies.
Investors are closely watching how political uncertainty in Tokyo reverberates across Asia, potentially reshaping capital flows into South Korea, Taiwan and select ASEAN economies.
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.
India and Southeast Asia are becoming innovation powerhouses as AI, climate investment, and supply chain diversification converge to create unprecedented opportunities.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
Sovereign wealth funds and insurers are embedding the region into long-term strategies as they seek alternatives to stretched US markets, but experts warn success depends on local presence and pricing discipline.