The leading Dutch pension fund is beefing up its real estate headcount as it looks for more opportunities - and alpha - beyond developed Asia.
From industrial estates to lifestyle consumables, the country is open to foreign investors looking for opportunities in an emerging market.
The Dutch pension giant is looking to invest more in the Philippines, Indonesia, Vietnam and India, with a particular focus on infrastructure, renewable energy and natural resources.
The ongoing trade war between the US and China shows no signs of abating. While it's hurting many nations, some could benefit. Six experts say where the opportunities lie.
With family offices and other local investors getting more involved in impact investing, capital deployment should continue accelerating. But structural problems persist across the region
The Vietnamese asset manager expects to see trading of shares in the $850 million fund on the London Stock Exchange as early as July.
Korean asset managers are being nudged towards setting up shop in emerging Asia – witness a recent CEO delegation to Vietnam – but they first need to make changes at home.
India and Vietnam look particularly good value, while Hong Kong is now the cheapest major stock market in the world after Russia, says William Ma of wealth manager Noah Holdings.
The country's labour and finance ministries are fighting over control of the introduction of corporate pension funds.
Shenzhen connect awaits cabinet approval; Vietnam foreign ownership boost; Funds not too-big-to-fail; MPFA shelves adjustment proposal; Australia update on collective action
They are reaching out into Southeast Asia increasingly, backed by regional Japanese bank financing, observes Seow Wei Qi, director of Risa Partners Asia.
Vietnam equities are on a tear, but US asset manager Invesco still has zero allocation to the market, despite bullishness among local players.