China

As bond–equity correlations shift unevenly across Asia, investors are rethinking how to structure portfolios.

With yields elevated, currencies stabilising and liquidity improving, Asian local currency bonds are drawing greater attention as investors diversify away from dollar assets.

After years of elevated bond–equity correlations, signs of decoupling are emerging in Asia. But the pattern is uneven, with inflation expectations, central bank credibility and market structures shaping whether bonds can reliably diversify portfolios again.

China’s slowing economy and intensifying competition are reshaping the private equity and venture capital landscape, but opportunities remain in strategic sectors, according to the family office's founder, Conrad Tsang.

The family office’s managing partner discusses entrepreneurial risk appetites, the need for better education on the digital assets space and why China needs to be a part of investors’ long-term strategies.

The $1.41 billion divestment by one of the world's biggest hedge funds underscores some investors' unease with the world's number-two economy, but bullish voices argue that structural strengths in EVs, renewables and tech still make China a long-term play.

Future Fund hires property director from AustralianSuper; Care Super appoints two portfolio managers, Pacific Life Re names Southeast Asia head; Schroders names APAC head of operations and digital assets; and more.

As Beijing pledges targeted stimulus to meet its economy growth goal of about 5%, investors weigh whether current measures can revive momentum.

Asian USD bonds have consistently shown lower volatility than global peers, a resilience supported by sovereign anchors, domestic investor bases, shorter duration profiles and growing intra‑regional linkages.

Secondary transactions are emerging as the pressure valve for Asia’s private markets, offering discounts and quicker cash returns.

Australia's Vision Super is divesting its $3.3 million stake in G8 Education following serious child abuse allegations at one of the company's childcare centres; Igneo Infrastructure Partners has raised $260 million (A$400 million) from Australian super funds.

China leads the pack among APAC markets with some forecasts calling for 20% plus annual growth in its data-centre market over the next few years. But limited land availability, emissions regulations and new technologies could hamper the pace of expansion.