Asia-Pacific: Pensions and Investment News and Analysis
Latest news and analysis of pensions, asset management, regulation and trends in the Asia-Pacific region from our award-winning journalists.
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Asset Class Reports
The quest for innovation in sustainable fixed income
Japan’s climate transition bond is the latest in a string of innovative developments in sustainable fixed income
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News
First quarter sees uptick in sustainability bonds
Market represents a lower proportion of wider bond markets, despite recent growth in issuance
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Asset Class Reports
Emerging market equities: investors grapple with peak political risk
As billions of people head to the polls in 2024, how will politics influence flows to emerging market equities?
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Features
An inflection point for India bonds
The impending inclusion of Indian government bonds (IGBs) in JP Morgan’s widely tracked $240bn (€220bn) Govern ment Bond Index-Emerging Markets (GBI-EM) index is seen as a milestone. However, while some asset managers hope it is the beginning of a more open investment culture, others are more circumspect.
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Asset Class Reports
Japanese stock market finally lives up to expectations
Stocks rally, helped by rising inflation and corporate governance reforms
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News
GRI launches Sustainability Innovation Lab with IFRS Foundation support
New hub aims to support reporting using GRI standards and ISSB standards
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Opinion Pieces
Australian super funds expand their global footprint
With billions of dollars flowing into its treasury each year, Australia’s largest industry super fund, AustralianSuper, is finding that it is rapidly outgrowing its own backyard.
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Special Report
Sumitomo Mitsui Trust's Yoshio Hishida on Japan's unique position to attract investment
Yoshio Hishida, CEO of Sumitomo Mitsui Trust Asset Management, one of Japan’s largest investment managers, talks to Christopher Walker about his company’s focus on retail and attracting international capital
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Special Report
Asia Investment - Special Report
In this month’s special report on Asia, IPE’s private markets editor Lauren Mills analyses why global institutional investors are setting their sights on Asia. The combination of strong fundamentals and a lack of correlation with the European and North American economies make the region’s private assets particularly attractive. Investors are particularly hungry for infrastructure assets as well as the region’s fast-growing digital infrastructure.
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Special Report
How investors are positioned to capitalise in APAC private markets
Strong fundamentals and a lack of correlation with western markets make the region particularly attractive
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Special Report
Investors take a cautious asset allocation path on Asia
Investing in the region is far from straightforward, with benchmarking particularly tricky
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Opinion Pieces
Concerns over plans for Australian super funds to provide advice
In what some see as a controversial move, Australia’s Labor government under prime minister Anthony Albanese has reformed the nation’s financial advice industry, opening the door for industry superannuation funds to offer financial advice to millions of members.
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News
Norway’s SWF criticises Japan’s new M&A guidelines
NBIM says “unclear” rules around corporate valuations could let boards reject takeover bids without challenge
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Opinion Pieces
Letter from Australia: Retail funds lured by private markets
Australia’s retail funds are trying to navigate the unfamiliar terrain of private markets as they seek to lift their performance.
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Opinion Pieces
Australia: volatility stirs valuations debate
As a disconnect in the valuation of listed and unlisted assets widens in today’s volatile markets, the torchlight is again being trained on Australia’s guardians of retirement savings.
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Features
Japan: New hand on the tiller
Kazuo Ueda, is the first new governor of the Bank of Japan (BoJ) in 10 years. One of outgoing governor Haruhiko Kuroda’s last moves was to widen the yield curve control (YCC) band on 10-year bonds from +/-25bps to +/-50bps. The reaction from the bond market over the following few days was to trade to the new upper limit.
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Opinion Pieces
Australia: Caps, concessions and class war
The Australian Federal government recently moved to make a “modest” change to the nation’s superannuation system which, it says, will save A$2bn (€1.2bn) a year for its over-stretched budget.
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Asset Class Reports
Emerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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Asset Class Reports
Emerging market equities – Investors watch as China corrects course
The Chinese government has managed to restart the economy post-COVID, but investors are cautious
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Features
The West should understand the strengths and limitations of Enterprise China
China is fast becoming the West’s bogeyman. Yet a hard decoupling of the two would be a lose-lose situation for both. Despite the tensions, private companies face the challenge of creating viable strategies for interactions with China that could make the difference between success and bankruptcy.