Family offices based in Singapore are increasing allocations to Asian private credit, seeking income and collateral-backed exposure after several years in which venture capital and public equities delivered uneven returns. Wealth advisers say the move is being driven by higher base rates, a slower IPO market and growing demand from mid-sized companies that no longer…
Foreign funds are returning selectively to Chinese and South Korean equities as improving earnings expectations and cheaper valuations draw investors back into markets that were heavily underweighted last year. The flows remain cautious, but brokers say global accounts are again asking for exposure to technology hardware, internet platforms, automakers and industrial exporters. China’s market has…
China’s economy is often judged by whether official growth meets a particular target. That debate is too narrow. The more important risk is confidence: whether households believe it is safe to spend, whether private firms believe it is worth investing, and whether foreign companies believe policy will remain predictable enough to justify long-term commitments. China…
Indonesia has revised its digital tax framework for foreign online platforms, stepping up efforts to capture revenue from streaming services, e-commerce marketplaces, app stores and digital advertising providers that earn income from Indonesian users. Tax advisers say the changes signal a more assertive phase in Jakarta’s regulation of the digital economy. The government has spent…
Indian startups are racing to build local artificial-intelligence models for enterprise clients, betting that banks, insurers, retailers and government contractors will demand systems trained for Indian languages, regulations and business workflows. The opportunity has drawn founders from software services, data analytics and cloud infrastructure into one of the country’s most competitive technology segments. The appeal…
A subtle but significant repricing is underway across Southeast Asian sovereign debt markets, and most Western investors have yet to take notice. Over the past six months, yield spreads on Indonesian, Malaysian, and Philippine government bonds relative to U.S. Treasuries have widened by 30 to 55 basis points, a move that reflects more than routine…
For the better part of a decade, the global semiconductor conversation has revolved around one metric: transistor density. Whoever could print the smallest, most densely packed chips commanded the value chain. TSMC’s dominance in leading-edge fabrication, now pushing into 2-nanometer production, has been the defining competitive advantage of the AI hardware era. But the next…
The global AI race is often described as a contest between American model developers and Chinese technology champions. That framing misses a larger point: Asia as a region may become the biggest winner because it supplies the hardware, manufacturing capacity, engineering talent and enterprise adoption needed to turn AI from software spectacle into economic infrastructure….
When Hyundai Motor Group announced plans in 2022 to invest $21 billion in the United States through 2030, the move was widely interpreted as a strategic masterstroke. The South Korean automaker would build electric vehicle and battery manufacturing capacity in Georgia, positioning itself to capture incentives under the Inflation Reduction Act while deepening its foothold…
The corporate governance movement in South Korea has reached an inflection point. After years of incremental pressure, scattered proxy fights, and periodic flare-ups of shareholder activism that fizzled before producing structural change, the reform movement now has institutional weight, legal tailwinds, and a level of public legitimacy that makes it difficult to dismiss. Korean corporate…
