Government guidance funds are the policy-driven big beasts in China’s renminbi-fundraising landscape. While GPs may have little choice but to engage, they can do so judiciously
Fundraising focus shifts to China venture, but it’s the same polarization story; upturn in trade and secondary sales suggests the COVID-19 freeze is thawing; healthcare retains its investment appeal
Irregular fund structures, including single-asset platforms, are often the most appropriate inroad for investors in developing Asia. But it has taken a pandemic to bring them to the fore
Rising sustainability standards pose unique challenges for investors that prefer buying into existing portfolios. Interestingly, increasingly complex deal structures are making it easier
Redpoint China Ventures spun out from its US parent in 2016, but the knowledge it retained – and the communication that remains – has been key to moving early on enterprise technology
GPs like targeting banks during downturns, investing in stronger players at discount valuations and backing them to come out the other side with increased market share. Will it be more of the same with COVID-19?
Pet ownership is no longer a hobby – it’s an emotional market in the same vein as mother-and-baby. Pioneer Capital knows that grain-based kibble will not do
Two years ago, artificial intelligence start-ups were the bright young things of China’s technology sector. Now these companies are struggling to justify their lofty valuations
Private equity exits – outside of the public markets – are gradually emerging from a COVID-19 hibernation. But sellers must be mindful of timing, structure, and which buyers they are targeting
Increased standardization on disclosure has improved the visibility LPs have into how private equity firms are using subscription credit lines, but they must be mindful of attempts to loosen terms.
Increased climate change awareness on a corporate level is leading to more investment – either direct or through funds – in start-ups that offer mitigation solutions. Asia is a key geography
Conservative investors who trust infrastructure for its stability have received a rude awakening with COVID-19. With appetite for the asset class unchanged, it’s time to get smart about risk
From online grocers to group buying platforms, capital is pouring into China’s fresh produce space as e-commerce finally makes it mark. Which business model will prevail?
There are no arguments about the transformational potential of autonomous driving in China, but investors have different ideas about where to find value
China’s data-driven consumer apps are having a harder time keeping politics out of business as they become increasingly competitive in global markets. Lessons are plentiful; solutions are not
Luckin Coffee’s precipitous rise and fall is a reminder of longstanding issues around corporate fraud in China. Failing to spot problems before they emerge remains a key concern for PE investors
From Oscar-winning films to record-breaking pop bands, Korean content has started to replicate its success in Asia in the West. Venture capital investors are looking for ways to ride the K-wave
Valuations are rising in China’s data center industry as speculative real estate-style investors flood the market. Experienced players are willing to spend more time building scale
Gaja Capital has entrenched itself in the Indian private equity firmament by focusing on domestic mid-market businesses often overlooked by those looking to write larger checks
The merger of Catterton and L Capital was unique in its size and scope, creating the world’s largest consumer-focused private equity firm. However, perspectives on the experience remain polarized
India’s venture capital industry is entering a new decade with a growing pool of local early-stage managers, a wider variety of funding sources, and a host of new risks and opportunities
Private equity activity is gradually resuming as India’s economy emerges from lockdown, but investors are wary of paying too much for assets or putting their money behind unsustainable trends
India’s pharmaceuticals industry is thriving on the macro ills of the day. Private equity is well placed to benefit, but the opportunity set is no secret
Historically a neutral power, India appears to be siding with the US in a multi-faceted war with China. This could have far-reaching consequences for VC investors and the technology ecosystem