Closing Asia’s food investment gap, from procurement reform to AI-powered farm tools, requires stronger demand signals and more investable structures, according to Temasek and the Rockefeller Foundation.
As early 2026 volatility drives AI valuations back to an attractive discount, Morningstar’s latest research highlights massive global fund inflows alongside a stark performance divide across Asian markets.
As Beijing maintains discipline on property and lowers deposit rates, some experts think China may be engineering a structural shift in how capital is formed, allocated and deployed.
Asia’s diverging market narratives raise the question of whether the Artificial Intelligence rally is short-term hype or the start of a deeper structural shift.
The National Reconstruction Fund Corporation investment is part of a broader push to strengthen domestic manufacturing capacity in AI-critical technologies.
As the ‘frontier’ of AI keeps moving, Hong Kong Investment Corporation is diversifying into experimental sectors such as embodied AI while deepening its strategic footprint through sovereign co-investment partnerships.
While global liquidity is still abundant for AI and fintech infrastructure, the bar for new and existing managers has been raised to an 'incredibly high' level.
As the region’s digital infrastructure strategies evolve, the ability to deliver AI ready facilities at scale will determine which markets lead and which fall behind.