With the country's fund universe expanding sharply, the Dinesh Hinduja Family Office demands manager accountability and conviction. Its disciplined “right to win” framework rewards substance over style.
With powerful structural drivers, rising domestic demand and a rapidly expanding private credit ecosystem, India is fast becoming a core growth market for global asset managers.
As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.
Sovereign wealth funds and Chinese policy banks are forging a new investment nexus as global banks step in to structure flows across clean energy, infrastructure and advanced industries.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.
JP Morgan Asset Management's latest research suggests a 30% allocation to alternatives can elevate a traditional 60/40 portfolio, boosting its projected return to 6.9% while building resilience against rate volatility.