06
Mar
Asia deep dive: Stick or twist?
Fundraising by Asia Pacific-based managers is at a 10-year low. China is off-limits for some investors and a challenge for others. It is unclear whether GPs can continue to thrive under changing economic conditions. But there are bright spots, notably Japan with its mature economy and steady stream of buyouts, and India, which is seen as delivering China-style growth without China-style baggage. Our panellists discuss risk premiums, pan-regional versus single country exposure, and manager selection.
- Why might the current vintage perform better than previous ones?
- Is emerging Asia becoming more of a buyout market?
- Why should LPs allocate more to Asia at the expense of other markets?
- Is now the time for a contrarian view on China?
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