Asia

Geopolitical shifts and a strict demand for operational value creation are reshaping sector and geographic preferences across APAC and beyond.

With Asia Pacific investors stepping up participation, the asset class is moving from family office origins toward broader institutional adoption.

Superannuation managers are increasing trading frequency, tilting geographically and adding private market exposure as geopolitical shocks, AI disruption and energy politics drive sharper market divergence.

A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.

As private markets mature and rate volatility increases, the insurer's investment chief Carol Mo is reassessing whether life insurers are being adequately compensated for illiquidity.

As surging AI workloads collide with grid constraints, forward-thinking Asian allocators are shifting capital toward integrated energy ecosystems.

Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.

AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.

Generation Life appoints chief risk officer; AFCA names lead superannuation ombudsman; State Street names APAC, Middle East, Africa, ETF capital markets head; and more.

Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.

The gap between capability and adoption is widening, and that gap is where near-term risk and opportunity live.

Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.