23
Sep
Sector focus: Consumer – a new bullish view
China’s retail sales growth is gradually picking up, supported by extensive regulatory stimuli to boost consumption. A significant uptick in spending on healthier lifestyles and enhancing experiences indicates that this vast market still holds enormous potential for investors. Other bright spots picking up due to the domestic consumption upgrade include new technologies like AI, automation and robotics, and green transition. Our diverse panel of investors will share their expertise on consumer trends, the hottest sectors and how they are capturing growth.
- What are the major trends for investors to tap into the Chinese consumer space?
- How can investors seize emerging opportunities in a rapidly evolving consumer market?
- State subsidies, trade-in policies, and lower interest rates: How can China’s further stimulus contribute to a consumption revival?
- How are GPs helping global brands pick the right strategy to capture Chinese consumer
-
SpeakersLing Yang China Editor Mergermarket
Michael Chen Managing Director, Member of Investment Committee Centurium Capital
Boyu Hu Founder XVC
Andrew Li Managing Director and Head of Greater China Advent
Sheng Liu Managing Director, Head of Health & Life Asia, Head of China Partners Group
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports
Ling Yang is China Editor for Mergermarket, a global news intelligence service for advisors, private equity firms and corporates. She heads a team of dedicated specialists across China to cover corporate growth strategies, M&A deals, PE buyouts, cross-border M&A intelligence, as well as data-backed analysis and trend pieces.
Ling has been an investigative M&A reporter for 12 years with a special focus on private equity coverage. She was the head of consumer and retail coverage for APAC with Mergermarket. She joined Mergermarket in Hong Kong in 2011 before moving to Shanghai in 2016.
Michael Chen is a managing director and member of Investment Committee at Centurium Capital. Mr. Chen also serves as a Director of Luckin Coffee (OTC: LKNCY) and Co-chairman of the company’s Sustainable Development Committee, and Co-chairman of ANE Inc. (HKSE: 9956) and Chairman of the company’s ESG Committee. Mr. Chen is an experienced private equity investor in China with a proven track record of successful investments. Prior to joining Centurium, he led Warburg Pincus’ consumer and services investments in China. Prior to joining Warburg Pincus in 2011, Mr. Chen was a vice president in Crescent Point, a Pan-Asia growth capital fund. Before Crescent, Mr. Chen was an associate in the investment banking division of Morgan Stanley in Hong Kong and a consultant with Accenture in China. He received a B.A. of economics from Fudan University and an M.B.A. from INSEAD.
Boyu Hu is the founder of XVC, a 2-billion USD research-driven venture capital fund. According to Preqin's latest league table, XVC II was ranked #1 best performing VC fund globally of the 2019 vintage in the 250-499 million category.
Boyu excels at singling out 'big ideas' at early-stage, and the market value of his portfolio companies, which includes Kuaishou, Weee!, Hetao coding, Chagee, etc., reached over 50 billion USD.
Before becoming an investor, Boyu had nearly 10 years of entrepreneurial experience. He co-founded China’s largest credit risk management software company, Amarsoft (SHE:300380).
Andrew Li joined Advent in 2012 and is a Managing Director in Shanghai. He advises on investments in the consumer, healthcare, and industrial sectors. Andrew has advised on 16 investments during his career, nine while at Advent.
Prior to joining Advent, Andrew worked at Warburg Pincus, Solera Capital, and Credit Suisse throughout China and the US, where he focused on the energy, healthcare, industrial, and retail and consumer sectors.
Andrew holds a BA from Middlebury College and an MBA from Harvard Business School.
Sheng Liu is Head of Partners Group's China office and part of the Private Equity Health and Life business unit, based in Singapore. He is a member of the Health and Life Vertical Investment Committee as well as a member of the Board of Directors of the firm's portfolio companies Apex Logistics, Green Tea restaurant and Aiyingshi. He has been with Partners Group since 2013 and has 21 years of industry experience. Prior to joining Partners Group, he worked at Cathay Capital Private Equity as Investment Director in charge of both investment and value creation, and before that at KPMG. He holds a bachelor’s degree in finance from the Shanghai University of Finance and Economics, China.