Precious metals’ sharp price correction may reflect a classic “buy the rumour, sell the fact” response to the new Fed chair's nomination, as investors reassess expectations of a dovish central bank and renewed dollar weakness.
Fund Managers
Japan’s surging long‑term bond yields and the possibility of a flight out of US treasuries threaten to unsettle markets from Wall Street to Tokyo.
In this new edition of our quick fire Q&A, AsianInvestor catches up with Justin Hooley, Head of APAC private credit at Barings.
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Asia Pacific is seeing renewed conviction among Limited Partners, cautious private credit growth and accelerating IPO exits, according to a new survey.
As climate hazards intensify and the policy landscape diverges, investors are reweighing portfolios and moving to separate hype from durability in climate and transition technologies.
Investors are closely watching how political uncertainty in Tokyo reverberates across Asia, potentially reshaping capital flows into South Korea, Taiwan and select ASEAN economies.
China’s 5% growth in 2025 met official targets but the numbers masked deep sectoral divides and persistent weakness on the home front.
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.
India and Southeast Asia are becoming innovation powerhouses as AI, climate investment, and supply chain diversification converge to create unprecedented opportunities.
AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
Industry experts share their outlook on bond markets and what to expect from the Fed, Bank of Japan and other major central banks.
