Catamaran, the $1.4 billion family office of the Infosys co-founder, is exploring partnerships with component makers from Japan, South Korea and Taiwan to build manufacturing capabilities in India.
Korea
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.
As the pension fund ties manager selection to local proximity, a city in the country's west is now grabbing the attention of local and global asset managers alike.
This week, we saw Danantara backing US energy, Nuveen completing its Schroders acquisition and AirTrunk expanding its regional data centre footprint, as well as new commitments to private real estate debt and active bond mandates.
Major institutional investors across Asia are pouring capital into AI-linked infrastructure, expanding pension platforms and exploring new investment opportunities, while regulators revamp frameworks to support evolving capital flows.
South Korea plans to broaden the sovereign wealth fund's mandate with a KRW20 trillion strategic investment vehicle focused on critical industries.
Investors and policymakers are driving a wave of cross-border capital activity that underscores Asia’s central role in global finance.
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Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.
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The National Pension Service is expanding its responsible investment framework into private equity, real estate and infrastructure.
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HSBC names co-CEOs of insurance; Franklin Templeton appoints Korea CEO; ASFA hires practice head; and more.
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Asset owners are rotating towards private market assets, while sovereign wealth funds are being tapped to support national budgets and strategic industries.
GIC, ADIA and EQT exit Galderma in $6.28bn block trade; KKR, IMM Consortium Invest $2.23bn in SK Telecom’s AI data unit; Mongolia targets $2bn for AI and green data centres; Danantara commits $1bn to Partners Group private credit mandate; and more.
