Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.
Hong Kong
China-US tensions continue to shape global market narratives, yet allocator behaviour shows geopolitics remains secondary in capital decisions.
Investors are raising demands for independently verified data, defensive cash flows and clearer market visibility as clean-energy allocations mature.
The Singapore-based firm is widening its focus beyond the US to North Asia, Europe, and Australia for late-stage secondary deals — prioritising companies with clearer profitability and a short liquidity horizon.
In this edition of our quick fire Q&A, AsianInvestor catches up with CFA Institute's Mary Leung.
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With living and data centres drawing capital while China logistics and parts of industrial lagging, investors must be selective amid tighter pricing and development risks.
GIC and Brookfield Asset Management struck a binding agreement to acquire National Storage Reit (NSR) for about $2.65 billion; Singapore's bourse has denied reports it may buy Cboe Australia.
The veteran insurance executive is moving on after three years as the Hong Kong insurer's chief investment and ALM officer.
Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
The country's JPY100 trillion ETF market is moving beyond its narrow, passive foundations, driven by shifting investor behaviour and regulatory change.
The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
