As bond–equity correlations shift unevenly across Asia, investors are rethinking how to structure portfolios.
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India
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.
JPMorgan Chase settles claims over role in 1MDB scandal; Temasek eyes restructuring operations into three units; ASIC files lawsuit against Mercer; ART acquires over 5% of gaming company Tabcorp.
In a world of shifting themes and fleeting trades, the Indian family office shares its playbook of predefined bands, patient frameworks, and India at the core.
Secondary transactions are emerging as the pressure valve for Asia’s private markets, offering discounts and quicker cash returns.
Asia‑Pacific private capital investors are scaling back direct China exposure and turning to India and Japan as liquidity pressures drive focus towards managers with dependable, cycle‑resistant returns.
Market watchers express concerns over the future of India's manufacturing appeal after Washington slapped fresh duties on the country's exports.
Singapore's SWF sells 35% stake in its India joint venture to French majority partner Schneider Electric for $6.4 billion; Australia’s superannuation fund Rest to put $150 million in climate investment specialist Wollemi Capital.
In a world where investors are often chasing the next big thing, the single family office stands out by sticking to fundamentals.
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UniSuper snaps up ex-CBA chief economist; HSBC Life Singapore names new COO; Ping An taps Ant Group CTO for AI drive, and more.
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China's policy tailwinds and favourable valuations are driving fresh institutional flows, while contrasting trends in India sees some US investors reducing their stakes.
As geopolitical complexity grows, APAC investors are questioning the size of their US exposures and shifting toward resilient sectors in markets that could offer pockets of growth.
