Tag : infrastructure

Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.

Allocators are now scrambling to cover their exposures, with a surge in credit default swap buying the clearest indication of investor concerns.

Catamaran, the $1.4 billion family office of the Infosys co-founder, is exploring partnerships with component makers from Japan, South Korea and Taiwan to build manufacturing capabilities in India.

Citing concentration risks and low domestic yields, the Singaporean insurer is reshaping its portfolio towards greater long-term resilience.

German sovereign investor has allocated $1.7 billion to infrastructure, with Asia Pacific assets forming a significant part of its global strategy.

Private credit, secondaries and real assets are becoming established parts of the region's private-market portfolios.

Bureau of Labor Funds executive talks to AsianInvestor about the thinking behind its climate transition mandate.

Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.

European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.

As geopolitical uncertainty cements volatility as a structural market feature, investors are pivoting toward resilient assets, local expertise and the broadening AI infrastructure cycle.

Bracing for a "polycrisis" world, the Singaporean investor is targeting 5% allocations to private credit and infrastructure alongside portfolio-wide AI adoption.

APAC allocators are recalibrating their portfolios to focus on compelling valuations, the infrastructure boom and a rising regional appetite for private credit, according to a report by Preqin.