There is no clear evidence of US LPs passing on China funds as a result of tensions between the two countries, but their current or future reluctance could be shrouded in various obfuscations
Australia's IFM Investors has a plan to get long-term equity partners more involved in public-private partnerships. It means persuading superannuation funds to up their risk appetite
Kedaara Capital's fundraise is expected to move quickly by Indian private equity standards, but the GP will need to answer the same questions as its peers on timing and re-ups
The valuations available on China's booming Star Market are prompting US dollar managers to consider restructuring companies for onshore listings. How long will the fervor last?
Special purpose acquisition companies (SPACs) are gaining popularity among private equity investors in Asia. While these structures have various attractive qualities, they aren't for everyone
Not all bankruptcies can be blamed solely on COVID-19; neither is private equity ownership necessarily bad news for retailers. As recent experiences in Australia demonstrate, evolution and execution are key
Venture capital investors gravitate towards software start-ups, attracted by dynamic founding teams and readily scalable propositions. But should they be devoting more time and resources to hardware and biotech?
There has been a steady stream of China healthcare IPOs - most of them drug developers - on the domestic, Hong Kong and US bourses in recent months. They might be benefiting from a COVID-19 tailwind but it won't be permanent
Will Chinese companies listed in the US become the latest casualties of tensions between the two countries? It could lead to a narrowing in IPO exit options for PE and VC investors
China is the implied threat as governments look to protect vulnerable domestic companies from foreign corporate raiders. On balance, PE investors are unlikely to benefit from moves towards de-globalization
Private equity investors expect to see more divestments by Asian conglomerates, but a torrent of new deals is unlikely. Much rests on when the seller is confident enough to pull the trigger
Many companies are rolling liabilities forward, supported by accommodating government policy intended to maximize liquidity. It can't go on forever, but distress and private debt investors must be careful where they tread
From Silver Lake to Vista Equity Partners to Facebook, international investors are flocking to Reliance Industries' internet and telecom platform. But can the business deliver on its undoubted potential?
Does Capricorn Capital's recent acquisition of a Hong Kong corporate services business, which was negotiated and transacted via Zoom, represent the future of dealmaking? Only if due diligence processes are uncompromised
Allowing cash-strapped superannuation members early access to their pension savings is seen as an essential COVID-19 relief measure. But it may not be conducive to a long-term investment mindset
Attempts to map out post-coronavirus outbreak developments in retail are complicated by uncertainty over the timing of the rebound and the extent of the role played by technology
Southeast Asia and Latin America are trying to leverage complementary aspects of their start-up ecosystems, much like China and Africa before them. These endeavors are not as straightforward as they might seem
With public equities prices sliding to multi-year lows across the region as a result of coronavirus disruption, GPs willing to take the leap might find value in privatizations
The coronavirus outbreak appears to be fast-tracking a long-expected economic downturn. The situation is very different from the aftermath of the global financial crisis, but PE investors may still draw instruction from the events of 2008-2009
The difficulties NZ Super encountered with its now-defunct global direct investment unit offer pointers for Australian LPs looking at how to resource and structure co-investment programs
Large GPs are screening public companies more carefully so they can get comfortable with elevated valuations for public-to-private deals. At what point does discomfort become the default option?
The thinking behind EQT’s decision to open a Sydney office sheds some light on the need among investors to bring more than firepower to a pricey and competitive market
Existing analysis of the impact of COVID-19 on PE and VC in Asia is largely based on anecdotes and incomplete datasets. A detailed prognosis must wait - and then the broader implications for consumption habits will take even longer to emerge
Industry attempts to contextualize the advent of artificial intelligence as a key moment in the history of humanity risk overheating a market already on fire