Japan

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

With domestic managers struggling to meet specialised needs, foreign firms are stepping in with backing from regulatory support and growing institutional appetite.

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.

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.

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.

Asset allocators are finding ways to sustain deployment pace amid strong pockets of activity in Asia, rising selectivity and an intensified focus on liquidity, exits and operational resilience.

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.

Private credit investors are carefully weighing trade-offs between yield, risk and collateral in Asia. The hunt for risk-adjusted returns is driving renewed interest in both sponsor-backed and real estate-backed lending.

Industry leaders expect ripple effects across the region, with Japan equities surging and emerging markets gaining appeal amid supply chain shifts.

Asia's sustainable fund markets saw 41 new products launched in the second quarter with Thailand's incentive scheme driving the surge, and Japan reversing its 11-quarter outflow streak.

Singapore's GIC partners with large institutional investors to acquire German property tech firm Techem for $7.8 billion; Malaysia’s sovereign wealth fund Khazanah Nasional eyes $500 million bond sale.

The alternative asset manager has partnered with Japanese multinational Hitachi and global commodities trader Hartree Partners to fund battery energy storage systems and promote sustainable digital technologies in the country.