Equities

As Japan enters a new era, will Prime Minister Ishiba's economic vision revive the land of the rising sun or further shake investor confidence?

With growing interest in niche sectors, investors are increasingly seeking value in areas like healthcare and emerging technologies.

China's top leadership has, for the first time, stated the urgency to stabilise the struggling property sector, announcing a slew of monetary and fiscal measures to stimulate the economy. Long-term investors are weighing the implications.

Even as the Korean pension fund re-examines the appeal of developed markets, it has ventured into its first direct emerging market investments in Asia, its CIO tells AsianInvestor.

Hong Kong insurers are eyeing opportunities in risk assets and emerging markets, buoyed by prospects of a softening US dollar and limited risk of a major US recession.

The British insurer remains bullish on its private pension business in China while keeping a close eye on the US and global inflation for its investment portfolio.

The Fed’s rate pivot will change allocation preferences across asset classes and markets worldwide, delegates heard at AsianInvestor’s Insurance Investment Briefing in Singapore.

The Korean pension fund has calibrated its investment strategy to focus on income generation and incorporate private credit into a barbell approach, as it pursues five key investment themes for 2024, its CIO tells AsianInvestor.

As the property sector wanes, a bottom-up and selective strategy is crucial for alpha generation. Investors may also need to abandon expectations of a broad-based rescue plan.

The diversification of active managers and a heightened focus on portfolio rebalancing are contributing factors to the steady performance of Japan's state pension fund, its CIO tells AsianInvestor.

The Chinese insurance giant eyes a boost to its overseas assets when the long-awaited US monetary easing begins.

For Japanese pension funds, the lack of relevant products in India’s stock market and growing economy poses a challenge, its CIO tells AsianInvestor.