Debate about the future of South Korean shares now centres on whether the country's Value‑Up reform drive can permanently close a longstanding valuation gap.
Korea
From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.
Indonesia's new sovereign wealth fund plans $1.2 bn fund raising to expand investment; South Korean teachers' pension fund appoints two new advisory firms; and more.
US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.
Japanese lawmakers push for a $3.2trn sovereign wealth fund; South Korea to launch $14bn SWF; Taiwan's Bureau of Labour Funds awards $1.6 billion equity mandate; and more.
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
Temasek joins $8.4bn Clearwater Analytics takeover; Trian Fund Management and other global investors to drive $7.4bn Janus Henderson buyout; Japan's Amova to take full control of AHAM in $575m deal.
GIC and Brookfield Asset Management struck a binding agreement to acquire National Storage Reit (NSR) for about $2.65 billion; Singapore's bourse has denied reports it may buy Cboe Australia.
Indonesian sovereign wealth fund Danantara plans to cut the number of state-owned enterprises (SOEs) from 1,000 to 200; Indonesian BPJS Ketenagakerjaan (BPJS TK) plans to invest up to 5% of its portfolio overseas.
The Hong Kong Monetary Authority and Saudi Arabia’s Public Investment Fund sign a $1bn partnership to fuel GBA expansion; Singapore’s MAS appoints six asset managers to oversee $2.2bn mandate to bolster the local stock market; Indonesian SWF Danantara secures a $1bn multi-currency credit facility from a syndicate of major international banks; and more.
Singapore’s sovereign wealth fund becomes lead investor in a $91m funding round for Infravision; Japan's GPIF reports a 5.52% return for Q2; Canada's OTPP is set to shut down its Asia real estate team; and more.
Korea’s private equity industry is entering its next growth phase as governance reforms, succession transitions and global expansion reshape investment strategies.
