Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.
Kristina Shperlik
From the transition to a risk-based capital regime to the nuances of private markets, insurers are extending duration and seeking alpha to survive a low-growth era and navigate the differing logics of Hong Kong and mainland China’s solvency frameworks.
The Government Pension Fund is pivoting away from its conservative domestic roots to embrace a 70% global exposure for its $48 billion portfolio.
The Uzbekistan National Investment Fund is set to list on the London and Tashkent stock exchanges, marking a historic shift from debt to equity as the Central Asian nation's liberalising economy courts global investors.
As the search for genuine diversification deepens, institutional investors in the region are critically assessing the illiquidity premium to build resilient portfolios.
Following the historic breakdown of traditional equity-bond diversification, institutional portfolios Asia-Pacific are increasingly pivoting toward alternative income, market-neutral, systematic macro and ILS to secure uncorrelated returns.
From Shanghai to New York, London to Hong Kong, three C‑suite women share how bold choices and resilience propelled them to leadership in finance, ahead of International Women’s Day on Sunday.
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Capital is flowing out of the shadow of the semiconductor cycle and into a diverse array of future-growth industries.
The landscape of wealth management is undergoing a significant transformation, marked by a rapid expansion of family offices in the financial hub.
APAC institutional investors are moving up the risk spectrum, targeting 8–12% net IRRs in European infrastructure.
Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.
Debate about the future of South Korean shares now centres on whether the country's Value‑Up reform drive can permanently close a longstanding valuation gap.
