Asset themes

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.

The pair's take-private acquisition of National Storage REIT (NSR) was the biggest ever for an ASX-listed real estate investment trust.

The development institution wants to draw private capital for green energy investment through equity platforms and mezzanine financing.

Foreign investors are reallocating toward AI-linked and cheaper emerging markets, while rupee weakness compounds equity losses.

Mega managers are pulling away, smaller funds are running out of road, and the rules of generating returns have changed for good.

As Beijing maintains discipline on property and lowers deposit rates, some experts think China may be engineering a structural shift in how capital is formed, allocated and deployed.

By mixing AI speed with human insight, institutions are building portfolios that prize both quantitative discipline and qualitative judgment.

Investor confidence has improved, underscored by rising deal activity and a renewed willingness to deploy capital.

Asset owners across APAC are turning to data-driven, machine-led investment strategies to strip behavioural biases from their portfolios and uncover untapped sources of diversification.

From discounted AI valuations to an untapped private credit market, Asia's investment case has quietly outgrown the questions being asked about it.

Local equities are increasingly viewed as resilient havens amid Middle East-driven volatility, underpinned by structural energy security and a tech-focused IPO market.