Institutional Investor

Indonesia built Danantara to fix its governance credibility problem. The MSCI crisis has revealed the paradox: the fund's borrowing capacity...

While markets fixate on Indonesia's MSCI deadline, two compounding crises are running simultaneously - a budget haemorrhaging IDR 6.7 trillion...

On 27 January 2026, MSCI gave Indonesia four months to fix its markets or face demotion. Regulators moved fast. A...

Southeast Asia's corporate disposal cycle was already building before oil hit USD 100. The Hormuz shock has added a new...

When oil hit USD 100, Southeast Asia's CFOs were already managing three simultaneous capital pressures: a structural shift to all-cash...

The Strait of Hormuz was not closed by missiles alone. It was closed by the withdrawal of a piece of...

Brent crude above USD100. The Strait of Hormuz effectively closed. For institutional investors with ASEAN exposure, this is not a...

Three oil price scenarios. Five ASEAN markets. Four operational variables. For CFOs and CROs managing multi-country portfolios, the Hormuz closure...

Vietnam's long-awaited FTSE upgrade to Emerging Market status takes effect September 2026, triggering mandatory inflows of up to US$ 6...

Institutional investors executed one of the largest portfolio reallocations in decades during 2025. Capital flows into Asia Pacific real estate...