Sovereign wealth and pension funds are expanding across borders, while governance reforms and regulatory scrutiny reshape investment markets in Southeast Asia.
The German sovereign wealth fund sees Asia as an opportunity-rich but highly heterogeneous region requiring flexible investment structures and rigorous governance standards.
The Uzbekistan National Investment Fund is capitalising on new regulatory frameworks and active management to drive long-term returns across its state-backed portfolio.
The Indonesian sovereign investor sees attractive equity valuations and double-digit dollar returns in digital infrastructure, while weighing the cost of AI adoption.
State-owned investors in India, Indonesia, South Korea and Thailand are ramping up allocations towards domestic strategic assets, digital infrastructure, deep tech, and ESG initiatives.
The Uzbekistan National Investment Fund is driving portfolio transformation through active governance to prepare state-backed holdings for domestic and international listings.
The sovereign investor wants publicly listed investments to account for 70-75% of its AI allocation, giving it greater flexibility as technology and investment opportunities change.
The Abu Dhabi sovereign fund is using partnerships to expand its AI investment while spreading exposure across data centres, language models and applications.