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The global macroeconomic landscape marked by geopolitical tensions, conflicts, volatile stock markets, and high interest rates continues to weigh on the alternative asset class. The combination of adverse factors has impacted allocations and bias, private equity deal flow and investments, exit timelines, and fundraising milestones. Asia-focused investors too have been adopting a cautionary stance to investments and recalibrating their strategies and market exposure. Amidst this relentless backdrop, how will PE realign to generate alpha in the downcycle? | ||
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Chinese fund managers and startups have been tapping the Middle Eastern market as the region has emerged as a preferable location for business expansion and fundraising amid macro uncertainties and rising geopolitical tension. Middle Eastern sovereign wealth funds have pumped $7 billion into China since June 2023, a five-fold growth from the previous 12 months. However, with increased US scrutiny on global investments in sensitive and strategic technologies such as semiconductors and artificial intelligence (AI) in China, the picture may soon change. What will it take to build deeper China-Middle East links? | ||
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Global investment firms that had backed Indian hospital chains and healthcare assets have been able to seal healthy exits, which has further spurred private equity investments into the sector. A similar trend is seen playing out in SE Asia as well where investors are betting big on the resilient and evergreen sector. This session will explore PE investments in steady cash flow businesses like hospitals and healthcare assets, exits, new healthcare-focused funds targeting South and SE Asia, and the valuation landscape. | ||
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5 must-attend PE sessions revealed!
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July 24, 2024