President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.
Taiwan
With bold reforms and a new offshore platform, Taiwan’s Asian Asset Management Centre aims to open its markets wider to international investors and challenge regional rivals.
JPMorgan Chase settles claims over role in 1MDB scandal; Temasek eyes restructuring operations into three units; ASIC files lawsuit against Mercer; ART acquires over 5% of gaming company Tabcorp.
Its strategic location and policy support position southern Kaohsiung as a new base for offshore funds, despite regulatory and geopolitical challenges.
Indonesian SWF planning an $8 billion deal with US-based KBR to build 17 modular oil refineries; Queensland Investment Corporation secures A$50 million mandate to put Brighter Super's retirement savings into local tech businesses.
With assets under management now clocking in at over $200 billion, Taiwan's exchange-traded funds market has catapulted to third spot in the region behind China and Japan.
Global institutions are trimming their Greater China exposure, managing low-probability conflict risks on the back of souring relations between Beijing and Taipei.
Canadian pension fund streamlines operations while phasing out Ivanhoé Cambridge brand; Macquarie purchases Ontario Teachers' airport holdings; Temasek, Rest and NZ Super achieve perfect governance scores; and more.
Taiwan’s planned sovereign wealth fund aims to boost economic momentum, expand global investments and strengthen national security.
AllianzGI makes its first foray into the global active ETF market with a Taiwan launch, as CEO Tobias Pross hints at a possible expansion into Europe.
Japanese insurer forms strategic partnership with UK asset manager; Hong Kong's first investment-grade sukuk ETF lists on exchange; Franklin Templeton establishes unit for central banks and sovereign funds; and more.
As trade tensions escalate and volatility rises, asset owners are rebalancing portfolios, reducing US equity exposure and rotating to Europe as they eye fixed income and emerging market debt for stability and yield.
