Singapore's Temasek hits record portfolio value, eyes more investment in AI, infrastructure and private credit

Singapore's Temasek boosts China exposure by $7.7 billion, biggest rise in five years, in AI-driven pivot

Temasek boosted China exposure SG$10 billion (5-year peak), pivoting from consumer/real estate to "hard tech"—AI hardware, robotics, biotech. The LP reallocation reflects consensus that foundation-model infrastructure and edge compute, not consumer, will drive next-cycle returns.