アジアの展望：リスクとリターンの問題
マクロ経済、地政学、流動性を巡るさまざまな懸念から、投資家はアジアでの優先順位を変更し、一部の国際的なプレーヤーはアジアへの投資配分を減らしています。最も支持されているのはアジアの先進国（ある程度はインドも）とみられますが、すべての準地域およびカントリーマネージャーはそれらの国がグローバル・ポートフォリオに含まれるべき理由を説明しなければなりません。あらゆるリスクを踏まえても、アジアの成長特性は依然として大きなリターンをもたらす可能性を秘めています。
- GPは2025年のアジアの投資機会をどのように伝えるべきか？
- 特定の地域で売られ過ぎの危険性はあるか？
- アジアの新興経済国はどの程度バイアウトを受け入れつつあるか？
- アジア全域でエグジット手段はどのように進化しているか？
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SpeakersVincent Churk Principal, Morgan Stanley Private Equity Solutions Morgan Stanley Investment Management
Saurabh Chatterjee Managing Director ChrysCapital
Nikhil Srivastava Partner and Co-Head of Private Equity PAG
Samon Suwannarat Co-Founder / Managing Partner 10 Bridge Capital
Pongpat Tantivashinchai Partner Navis Capital Partners
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Vincent Churk is a Vice President with the Morgan Stanley Private Equity Solutions team. Prior to joining the firm in 2021, Vincent worked in the Investment Banking Division at J.P. Morgan, where he advised companies on mergers and acquisitions and capital raising activities. Vincent graduated with a B.B.A. in finance from The Hong Kong University of Science and Technology.
Nikhil Srivastava is a Partner and Co-Head of Private Equity at PAG, responsible for supervising the operations and management of PAG’s Private Equity strategy. He is a member of the firm’s Management Committee.
Nikhil joined PAG in 2019 after working across India, Singapore, and the United States markets with KKR for nearly a decade. Prior to that, he worked at Goldman Sachs and Inphi Corporation (NYSE: IPHI). Nikhil holds an MBA from Harvard Business School, a master’s in electrical engineering from Stanford, and a bachelor’s in electrical and electronics engineering from BITS Pilani. Nikhil is also the author of several patents.