25
Jun
アジアPE市場の見通し：復調の兆し
日本は依然としてアジアのPEにおける最有力市場だが、地域内には他にも多くの投資機会が存在し、主要地域のセンチメントは改善傾向にある。堅調な公開市場がインドへの強気な見通しと中国に対する慎重ながらも楽観的な見方を支えている。豪州や韓国もまた、日本と同様に先進アジへの投資シフトの恩恵を受けている。地域全体でイグジットが回復しているとはいえ、保有期間の長期化や流動性の課題は依然として残り、GPは価値創造にこれまで以上の注力を求められる。
- 最適なリスク・リターンバランスを提供する地域・セクターはどこか
- 保有期間の長期化に伴い、GPは価値創造計画をどのように変えているか
- 2026年の流動性見通しと、どのチャネルが活用されるのか
- 中国経済は回復に向かっているのか、そしてそれは他の地域にどのような影響をもたらすのか
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SpeakersJustin Niessner Associate Editor, AVCJ Mergermarket
Saurabh Chatterjee Managing Director ChrysCapital
Pamela Fung Managing Director, Private Equity Solutions Morgan Stanley Investment Management
Colin Dunne Partner Navis Capital Partners
Michal Jozwiak Partner Yanagi Capital Partners
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Saurabh Chatterjee is a Managing Director at ChrysCapital where he manages the Fundraising and LP Relations functions, and is also a voting member of the firm’s investment committee. Prior to joining ChrysCapital in 2016, he was with Providence Equity Partners’ investment team in their New Delhi Office. Before Providence, he worked at the Boston Consulting Group and CIVC Partners, a Chicago-based middle market private equity firm. Saurabh received an MBA from Kellogg School of Management and a BA in Economics from Carleton College.
Pamela is a partner and investment committee member for the Morgan Stanley Private Equity Solutions Team and has 20 years of industry experience. Prior to joining the firm, Pamela was a management consultant with McKinsey & Company's corporate finance practice in Hong Kong, responsible for investment opportunity identification, deal advisory, merger management and strategy development. Previously, she was a management consultant with Monitor Group, specializing in marketing strategy for clients across Asia, and a member of the corporate finance team with Lehman Brothers in Hong Kong. Pamela has a Law degree (first class honors) from the University of Hong Kong and an M.B.A. with honors in finance and management from the Wharton School of the University of Pennsylvania.
Colin Dunne is a Partner based in the Singapore office. He leads the Singapore team in making, monitoring and exiting investments and sits on the Boards of Directors and Executive Committees of several Navis portolio companies. Colin is also a member of the Navis investment commitee.
Prior to joining Navis, Colin was an investment professional at Warburg Pincus. Earlier in his career, he worked in investment banking and in operations as an engineer. Colin graduated from University of Galway with a Bachelor of Engineering and holds an MBA from Harvard Business School.
Michal is a Partner at Yanagi Capital Partners and an investment advisor at Charoen Pokphand Group (CPG) focused on corporate M&As, strategic partnerships / JVs and alternative assets fund platforms. Before joining CP Group, he served as Senior Vice President at Darby Private Equity (PE arm of Franklin Templeton Investments) and advisor at Flashpoint Venture Capital. Michal started his career in consulting and financial advisory at Roland Berget Strategy Consultants and PwC.