AA Insurance appoints CFO; QBE Re taps Greater China lead; Munich Re names chief representative in Thailand: and more.
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Asia
Ageing economies face a stark choice: either do nothing and decline in population and economic activity or invest in innovation and technological transformation and continue to grow.
In partnership with M&G Investments
2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
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Regional funds are maintaining exposure to gold, silver and platinum while pivoting toward copper, lithium and rare earths as strategic bets.
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.
US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.
Japanese lawmakers push for a $3.2trn sovereign wealth fund; South Korea to launch $14bn SWF; Taiwan's Bureau of Labour Funds awards $1.6 billion equity mandate; and more.
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.
APRA executive director steps down; ART names two new board directors; Ares Management hires new managing director; NGS Super appoints currency and commodities portfolio manager; and more.
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Buoyed by resilient balance sheets, easing global rates, and rising domestic demand, Asian emerging markets are positioned for stronger earnings growth than developed peers.
