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Sovereign Investors' Slash Chinese Equities to Multi-Year Low

9th November, 2023

State-owned investors continued to slash their Chinese equity holdings in 2023 due to heightened geopolitical risks, poor returns and reduced IPOs.

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Call for Action: After 15 years, it is time to reformulate the Santiago Principles

11th October, 2023

On October 11, 2008, the International Monetary Fund (IMF)-convened International Working Group of Sovereign Wealth Funds (IWG-SWF) formally launched the Generally Accepted Principles and Practices (GAPPs), also known as the Santiago Principles. Fifteen years later, the 24 guidelines are in dire need of a comprehensive reformulation.

All Eyes on Indian Venture Capital, Despite Valuation Concerns

12th September, 2023

The G20 Summit in Delhi was accompanied by fresh announcements by state-owned investors intent on shifting focus to India, amid ongoing de-China-ization by Western funds and growing Middle Eastern interest in the South Asian economic behemoth’s massive potential.

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Australian Super Invests in 21st Century Data Center Gold Rush

11th September, 2023

Australian Super has made one of the biggest deals in data center investment by any state-owned investor, with its EUR1.5 billion (US$1.6 billion ) investment in Vantage Data Centers.

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Western Investors "de-China-ize", but Singapore and ME Funds Press Further in China

7th September, 2023

 The world’s biggest sovereign wealth fund, Norges Bank (NBIM), announced today that it had shut its Shanghai office after 16 years of operation, although it insists the decision was “operational” and it would continue to invest both directly and via funds and Singapore would be used as its hub for the region.

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Special Coverage: Singaporeans Elect Their New President

31st August, 2023

Tomorrow, September 1, Singapore will elect a new president with custodial powers to safeguard the nation’s trillion-dollar financial reserves and oversee key appointments to institutions like MAS, GIC and Temasek.

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Hard Lessons in Indian Venture Capital as PharmEasy Valuation Hits SWFs

24th August, 2023

At the height of the Covid-19 pandemic, venture capital investment in e-commerce and healthtech was a no-brainer – and India’s PharmEasy, valued at US$5.6 billion in 2021, provided an ideal opportunity for sovereign investors to jump on the bandwagon in a massive, fast-growing emerging market.

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GIC’s FY22/23 return estimated at -8.1%, new AuM at US$ 769 billion

26th July, 2023

GIC issued its annual report on Wednesday, and it had plenty of information – except for, of course, its one-year single return, and its assets under management (AuM), which continues to argue would be against Singapore’s national interest. However, Global SWF maintains a dynamic and proprietary model that singles out the returns and considers the inflows and outflows to determine its AuM annually.

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Temasek Shifts to India with US$10bn Investment Pledge

18th July, 2023

India is in the sights of US$288 billion Singaporean state-owned investor Temasek which will pour US$10 billion into the world’s most populous country over the next three years, according to Ravi Lambah, its head of India.

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Temasek loses 5%, reduces investments by half

11th July, 2023

On Tuesday afternoon, Temasek announced its FY23 results, and it was not pretty. For the year ended March 31, 2023, the Singaporean investor booked a -5.1% SGD return (or -3.4% in USD) and a -5.2% loss in portfolio value, from SGD 401 billion (USD 298 billion) to SGD 382 billion (USD 288 billion).

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Real Estate Strategies Shift Towards Serving the Digital Economy and Housing Needs

10th July, 2023

State-owned investors originated nearly US$20 billion in real estate deals in the first half of 2023, excluding their commitments to funds overseen by third party asset managers.

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2023 GSR Scoreboard

1st July, 2023

We are delighted to present the 2023 GSR Scoreboard, the most comprehensive analysis on the Governance, Sustainability and Resilience (“GSR”) practices and efforts of the world’s major State-Owned Investors (“SOIs”), including Sovereign Wealth Funds (“SWFs”) and Public Pension Funds (“PPFs).