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.
Tag : ai
As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter more than trying to predict technology winners.
Ageing economies face a stark choice: either do nothing and decline in population and economic activity or invest in innovation and technological transformation and continue to grow.
In partnership with M&G Investments
2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
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AI-driven workloads and accelerating digitalisation are pushing regional data centres to the core of institutional strategies, as investors recalibrate capital structures and expand beyond established Tier 1 markets.
The sovereign wealth fund is betting on data centre infrastructure as the foundation of the AI revolution, positioning the nation to capture value beyond being just an end-user market.
From AI-driven capex and service digitalisation to a weaker US dollar and stronger domestic markets, investors see emerging Asia, selective European value, and high‑quality franchises as the main winners in a fragmented global equity landscape.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.
A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.
In the latest edition of AsianInvestor's op-ed series, a veteran venture capitalist writes that producing abundant, reliable and sustainable energy is the defining challenge of our time.
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The allocation gap between institutional and retail investors in private markets will persist despite expected growth in individual participation, says JP Morgan Asset Management's global CEO, who predicts increased transparency in alternatives while warning of supply constraints in private credit.
