The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.
Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.
Canadian pension La Caisse reportedly selling $1.5 billion in Chinese PE assets; Indonesian SWF Danantara eyes investment in national stock exchange; and more.
Precious metals’ sharp price correction may reflect a classic “buy the rumour, sell the fact” response to the new Fed chair's nomination, as investors reassess expectations of a dovish central bank and renewed dollar weakness.
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.