Analysis
The changing face of venture
With the US back on the radar as the market of choice for the best and brightest in TMT, where do Asian companies fit into the picture, and how are VC funds finding them early enough to make a profit?
India's all-inclusive infrastructure rollout
Huge infrastructure development schemes have been underway across most of Asia’s developing economies for some years now, especially in India and China.
Returns, the second time around
With the global private equity debate still dominated by the $400 billion+ overhang of capital seeking a home, some 10% of it in Asia Pacific, expectations have been building of a new spate of secondary buyout deals that would put more of this capital...
China winning out?
Mass media have imprinted characteristic images of China on the public’s awareness: a populous country experiencing high-velocity economic growth representing the positive aspects of the nation; but juxtaposed alongside this, the negative impressions...
Asian funds: arithmetic or geometry?
Private equity has been forced to deal with rising levels of skepticism and caution post the GFC, with much of it reserved for leading industry brand names – generally the major buyout vehicles.
Microfinance in India: helping or hurting?
The landscape for microfinance institutions (MFIs) in India has shifted in light of new legislation in the leading microlending region of Andhra Pradesh, intended to curb over-aggressive debt collecting tactics.
The business of venture
Corporate venture capital has had an uneven reputation alongside traditional firms.
Australian private equity: Behind the numbers
Judging by current data, one might think that Australian private equity has seen the best of times become the not-quite-so-good times.
Placement agents in a new place?
Placement, usually a discreet and unsung link in the private equity value chain, has been thrust reluctantly into the limelight recently, following legal action in the US against a series of self-styled placement professionals, and increased tension along...
Inside India's infra riddle
The Athletes' Village furor that erupted in Delhi on the eve of the Commonwealth Games has shone a strong spotlight on the reality of India’s landscape, and its problems delivering improvements in infrastructure.
Speed bumps ahead for Asian private equity returns
Asia Pacific has had a very good GFC – almost too good.
CalPERS PE data highlights MOR Asia
The California Public Employees Retirement System (CalPERS) has customarily acted as a bellwether for, and key influencer of, institutional support for private equity.
Russian roulette for PRC investing
The most populous country in the world, China, has been made out to be something of a promised land for private equity.
GP/LP Faceoff: Investing Indonesia
AVCJ spoke to four prominent GPs and LPs to ascertain their real thoughts on investments into Indonesia.
Indonesia Case Study: Astra International
Astra International today is a $25 billion diversified conglomerate, and the star performer of the Indonesia Stock Exchange.
Country Risk Check: Indonesia
With GPs and LPs gung-ho for Indonesia while memories of post-1997 chaos there still linger, the market needs a risk check to assess the actual degrees of uncertainty in the country: whether dangers of another Asian financial crisis-style national collapse,...
China private equity shooting for world No.1?
The latest market data and market moves point to China’s inexorable rise to become the leading private equity market, as it is the leading economy, in Asia Pacific.
China M&A: Leaps and bounds
Chinese M&A activity isn’t just recovering post-GFC.
Funds of funds build LP returns
Asia Pacific has always possessed the kind of environment that in theory is well tailored for the fund of funds model.
IFDA launches in New Delhi for Indian infrastructure
The Infrastructure Finance & Development Asia India Summit 2010 opened for its inaugural conference at the Shangri-La Eros Hotel in New Delhi last week, under the umbrella theme, “Setting Priorities and Mapping Goals for India’s Second Decade of Infrastructure.”...
China onwards ever upwards
The latest news on plans by the PRC insurance regulator, the China Insurance Regulatory Commission (CIRC), to clear the way for the country’s insurers to invest up to RMB122 billion ($33.2 billion) into private equity and direct investments appears to...
Wish you were here…
European nations may have deep historical ties with the Asia Pacific region, dating as far back as Marco Polo and Vasco da Gama, but European GPs have largely been late entrants to the region. European LPs, especially those with development capital mandates,...
Funding Asian infrastructure: The ancillary factors
With infrastructure funds still evolving in terms of their structure, and more and more shifting focus to Asia, participants in the sector are reporting a shift from the original dividend yield story as the focal point to much more of a capital appreciation...
Back to School
Investment into Asia Pacific's education sector, at a glance, appears to be a promising play. Key emerging markets’ GDPs are on the rise, as are levels of disposable household income and consequently a willingness to invest in education. Many of these...