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.
As AI, cloud computing and data consumption surge, institutional investors in Asia are positioning digital infrastructure—especially data centers and fiber networks—as foundational, long-term assets.
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.
As wealth surges among India’s ultra-rich, Dinesh Hinduja Family Office’s Jai Rupani says succession planning must shift from silence to structure. From setting clear milestones to forming advisory councils, he urges principals to anchor legacy in purpose, not entitlement.
A flare-up in violence between the South Asian neighbours is prompting some global fund managers to eye a shift toward Southeast Asian and Gulf nations.
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.
India’s reduced vulnerability to global trade disruptions, combined with improving policy frameworks and infrastructure development, creates a compelling case for foreign investment across multiple asset classes and sectors.
Australia's sovereign wealth fund delivers 7.9% annual return, exceeding targets; German funds increase Asian allocations amid US concerns; India considers tax exemptions for Saudi Arabia's PIF; and more.
As global supply chains recalibrate amid tariff wars and geopolitical tensions, India is positioning itself as not merely an alternative but an essential manufacturing destination.
Hong Kong pension fund suffers 3.2% April drop amid trade tensions; Norway's sovereign fund sees largest loss in 18 months despite increasing US allocation; Keppel secures $1.53bn for flagship funds; and more.