AVCJ

Weekly digest - December 15 2021

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  • Rana Tang
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15 December 2021
TAIWAN START-UPS: LEAVING THE FACTORY
COVER STORY
Cheap debt and a desire for assets that deliver technology-driven growth have propelled Asia PE investment to new highs and supported an exit resurgence. But fundraising still fails to convince.
END OF YEAR SPECIAL ISSUE

 

ANALYSIS
2022 PREVIEW: MACRO & BUYOUT
2022 PREVIEW: MACRO & BUYOUTWill bullish investment environment persist through 2022? Most Asia-based private equity players expect to remain busy, although they acknowledge a lack of visibility around macro and geopolitical risk.
ANALYSIS
2022 PREVIEW: ESG
KEY TAKEAWAYS: MARC ROWAN OF APOLLOKeeping tabs on sustainability credentials at the portfolio and company level will become more data-driven and collaborative. Eventually, getting results will require greater sacrifices.
ANALYSIS
2022 PREVIEW: CHINA FUNDRAISING
ICON RETAINS ITS PRIVATE EQUITY APPEALInvestors held fire on commitments to China managers amid uncertainty over regulatory reforms. Industry participants hope the government will provide clarity, but the fear LPs won’t hurry back.
ANALYSIS
2022 PREVIEW: INDIA TECH
ORCHESTRA DELIVERS PIZZA TO SEOULAs India’s technology sector balloons, investors are balancing confidence about fundamentals with expectations of pushback. Both will play out in 2022 to some extent.
ANALYSIS
2022 PREVIEW: HEALTHCARE
2022 PREVIEW: HEALTHCAREHealthcare’s high-cost, rapidly digitizing profile will persist regardless of how COVID-19 plays out in the coming years. China appears set for consolidation, including in biotech.
ANALYSIS
2022 PREVIEW: SAAS
2022 PREVIEW: SAASSoftware-as-a-service continues to benefit from a digitalization push across multiple markets. Investors are looking for differentiation in a market characterized by high valuations and intense competition.
ANALYSIS
2022 PREVIEW: CHINA SUSTAINABILITY
2022 PREVIEW: CHINA SUSTAINABILITYGreen-tech investment, from electric vehicles to renewable energy, is already in the ascendency as China ponders a carbon-neutral future. Momentum is expected to grow in 2022.
ANALYSIS
2022 PREVIEW: BLOCKCHAIN
2022 PREVIEW: BLOCKCHAINA broader range of investors will play in the blockchain space as new applications are normalized, although regulation remains the wildcard. Developing markets will punch above their weight.
ANALYSIS
2022 PREVIEW: JAPAN VC
2022 PREVIEW: JAPAN VCJapanese VC is growing up fast and looking a little less homogenous in the process. A longstanding growth-stage gap is about to disappear as new actors file in.
Q&A
RICHARD LI OF LEGEND CAPITAL
RICHARD LI OF LEGEND CAPITALRichard Li, president of Legend Capital, on evolving US-China relations, the logic behind the recent wave of regulation, investing in line with government policy, and why LPs should get used to onshore exits.
DEAL FOCUS
LONGREACH EYES LONG OVERDUE ENTIE EXIT
KEY TAKEAWAYS: MARC ROWAN OF APOLLOMindful of how political maneuvering has undone previous sale processes of Taiwan’s EnTie Commercial Bank, The Longreach Group is on edge as regulators prepare to rule on a tie-up with IBF Financial.
DEAL FOCUS
LINGOACE SHAKES UP CHINESE CLASS
LINGOACE SHAKES UP CHINESE CLASSSingapore’s LingoAce is leveraging growing interest in learning the Chinese language with an entertainment-focused education platform. Sequoia Capital India is backing a global expansion.
YEAR IN REVIEW
NEW FACES, OLD FACES: ASIA PE PEOPLE MOVES
NEW FACES, OLD FACES: ASIA PE PEOPLE MOVESA selection of the transfers, promotions, arrivals and departures in the private equity community in 2021.

 

The AVCJ Weekly Digest will return on January 12.

 

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