Permodalan Nasional Berhad’s latest annual report shows that its gradual increase in exposure to foreign assets does not appear sufficient to meet a stated end-2022 target.
Malaysia's $72 billion government-linked fund manager plans to engage more external partners and add strategies in a three-year plan to build an "all-weather" portfolio.
Vietnam equities are on a tear, but US asset manager Invesco still has zero allocation to the market, despite bullishness among local players.
Indonesia's government bodies waited too long before cutting subsidies. But according to an HSBC report, they are on the right track.
The recent falls in Asean stock markets have created a tremendous buying opportunity, says investment director Abdul Jalil Rasheed, but further falls could be coming.
The first to join will be Abdul Jalil Rasheed, who is leaving Aberdeen Asset Management Malaysia to run Invesco's Asean equity fund.