Strategic reallocation of capital and evolving tech ecosystems present unique sector opportunities in emerging markets, despite persistent valuation gaps with developed economies.
.jpg&c=1&h=194&q=100&v=20251408&w=344)
China
China’s Made in China 2025 strategy is transforming its manufacturing sector, boosting technological independence and reshaping global competition.
The world's most populous nation hasn't lived up to hopes it would become a global manufacturing hub. But US-China tensions may now benefit India's ambitions.
.jpg&c=1&h=194&q=100&v=20251408&w=344)
Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline.
In volatile times, diversifying portfolio assets is key to hedging against risk, but investors should adjust their expectations, according to a panel of experts at AsianInvestor’s 20th Asian Investment Summit.
Qatar sovereign fund to become third-largest shareholder in ChinaAMC; Australian pension funds back Airwallex's $300m funding round; CapitaLand launches first onshore master fund in China; Taiwan plans to establish sovereign wealth fund; and more.
Emerging market technology companies are leveraging integrated supply chains, cost advantages and innovation capabilities to outperform Western counterparts.
Rest taps ex-Qantas Super CEO as CIO; Future Fund grows Sydney office; Prudential names regional CEO; ANZ Staff Super CIO departs.
China is witnessing a rapid increase in family offices as wealthy entrepreneurs seek institutionalised wealth management and offshore investment opportunities.
The policy move could drive insurers' equity investments higher, but it also adds risks, requiring careful portfolio management amid market volatility.
.jpg&c=1&h=194&q=100&v=20251408&w=344)
The insurance giant's ESG leadership is backed by substantial responsible investments reaching RMB849.9 billion ($118 billion), with a dedicated focus on green, inclusive and social themes.
Singapore's Temasek invests in Co-Axis digital marketplace; China's sovereign fund selling US private equity holdings; HESTA divests from Mineral Resources over governance issues; Hong Kong's Exchange Fund rebounds in Q1, and more.
