Taiwan’s technology sector must play an awkward balancing game amid US-China tensions. This could be a surprisingly favorable position for opportunistic investment and global diversifications
The total portfolio approach remains on the margins of asset management. Advocates of the model hope LPs will reconsider as they look for alpha beyond the areas where they normally find it
The technology is available to facilitate informal discussions at virtual AGMs, but do these solutions present an acceptable substitute for physical interaction, and do GPs and LPs want to use them?
Private equity firms are still finding their feet with annual meetings that no longer take place on the ground. Like it or not, virtual engagement is set to become a larger part of investor relations from now on
Local consumer brands in developing Asian markets are beginning to displace established global players. Investors are supporting the uprising and contemplating global breakouts of their own
Technology is changing the way consumers interact with retailers both concrete and virtual. Ramping up the sociability factor has become a priority amid increasingly pervasive mechanization
The traditionally slow-changing retail sector received an unexpected incentive to smarten up quickly this year. When the dust settles, shopping will never be the same again
Plenty of internet start-ups in Southeast Asia have been inspired by Chinese forebears, but transplanting ideas from one market to another is often fraught with complications
Archipelago Capital Partners is playing a subtle but foundational role in Indonesia’s ongoing industrialization by taking the helm of longstanding chemicals producer Timuraya Tunggal
There were doubts about the viability of long-term property rental platforms in China before COVID-19. Post-pandemic regulation is creating further problems
Buoyed by strong macro fundamentals and robust returns, Japan’s buyout managers continue to attract capital while most other strategies across Asia struggle. Will this popularity be sustained?
COVID-19 has forced start-ups founders in Southeast Asia – many of whom have never experienced a crisis before – to make tough decisions. For investors, it represents a key test of management credentials
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