Korea

Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.

Saudi Arabia’s PIF explores massive merger of transport assets; Indonesia’s Danantara to oversee natural resource exports to curb $150bn leakage; Philippines SWF posts income growth; and more.

China's CIC, Indonesia Investment Authority and Azerbaijan's SOFAZ launch $1bn private equity fund; Abu Dhabi consolidating China strategy by bringing together assets from Mubadala, L’Imad; and more.

Institutional investors are pivoting to home-market strategies, tightening scrutiny of manager quality and liquidity structures.

Australian Retirement Trust hikes global equities and international bond holdings; Hong Kong and Malaysia bourses launch co-branded large-cap index; Japan’s government fund Cool Japan supports Malaysian insurtech PolicyStreet's Series C funding round; and more.

Berjaya Sompo Insurance names new CEO; Legalsuper CEO departs to join Equip Super; CBus Property hires new CEO; Minderoo Foundation taps CEO; and more.

Energy dependence, currency weakness, and investor cash demands weigh on sentiment, even as semiconductors and governance reforms offer hope.

South Korea's NPS set to increase strategic forex hedging ratio over the long term to support struggling won; Malaysian KWAP puts $47m in cooling firm through climate initiative; AustralianSuper to increase members' insurance premiums by 40%; and more.

As competition weakens protections in the West, Asian private credit is emerging as a structural outlier.

Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.

NFRC to invest $50mn in preferred equity in Advanced Navigation; Maharlika secures ATI stake; Kpop fans flood Korea pension fund; and more.