The alternative investment giant tells FA that it wants to triple its real estate AUM across Apac, and is bullish on residential, commercial and AI-related assets.
Companies tied to AI, including in Asia, account for a rising proportion of major investment indices, challenging diversification strategies. Chinese players are gaining ground on the US giants in the AI race, leading to greater stock volatility. Christopher Chu reports.
The alternative asset manager is backing a South Korean motion-control technology provider at a reported valuation of $676m; Blackstone has also appointed former KKR executive Ami Momaya as its first dedicated infrastructure hire in Asia Pacific.
The South Korean chipmaker's record $26.5bn Nasdaq debut was followed by a record sell-off in Seoul after weaker earnings expectations, even as analysts remain constructive on the longer-term AI memory cycle.
Natixis CIB's Asia Pacific & Middle East CEO discusses why data centres and AI are driving the region's next investment cycle, how geopolitical shifts are redrawing capital flows between Asia and the Middle East, and why banks will need new financing structures to support the scale of infrastructure investment ahead.
The proposed VITRO REIT listing would be the Philippines’ first digital infrastructure REIT, amid a quiet Southeast Asia IPO market and increasing demand for data centre development.
