Nishtha Asthana

China is no longer being passively inherited through emerging market benchmarks, but it is not being tactically sidelined either.

As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.

Asia’s wealth managers are getting bigger and fewer. After years of rapid expansion, a quiet shake-up is underway that could redraw the region’s independent wealth landscape.

Global allocators are redesigning how China sits inside emerging market portfolios, with benchmarks capturing only a fraction of the world's second-biggest equity market.

Asia’s family offices are embedding music royalties and other niche alternatives more deeply into portfolios, shifting the conversation from short-term diversification metrics to governance, durability and uncorrelated income.

Crypto prices have retreated in 2026, reviving concerns over short-term volatility. But Asymmetry Capital says the pullback has not altered its long-term positioning.

The insurer’s collaborations with asset managers and data providers are shaped by clearly defined portfolio needs rather than specific deal opportunities, reflecting governance discipline and the operating realities of an insurance balance sheet.

As private credit absorbs a broader retail investor base, attention is shifting from fundraising momentum to how mixed investor structures may behave in a downturn.

The Singapore and Hong Kong-based single family office is prioritising execution speed, ecosystem depth and cross-border access.

Family offices are having a structural rethink of portfolio design around music royalties and other niche alternatives.

Retail and private wealth inflows into private credit are altering scale, pricing and liquidity dynamics across the asset class, forcing institutional investors to adapt.

Gold is no longer being viewed in isolation. Asian allocators are broadening their definition of store-of-value assets while reassessing gold’s role as a strategic portfolio anchor.