Asia’s private markets are facing the same macroeconomic challenges as the rest of the world, but the Dutch pension fund sees rising investment opportunities in consumer services, healthcare and financial sectors.
Moves to localise trade and end freedom of movement are threats — but also opportunities, say investors based in the SAR.
The widespread adoption of technology in Asia will also spur private equity deals as businesses and economies recover from the Covid pandemic.
This is the second of two stories taking a close look at China’s private equity market and the sectors that are still of investment interest for foreign capital, in the aftermath of regulatory crackdowns.
Norges Bank Investment Management added four prominent traditional Chinese medicine (TCM) firms to its exclusion list but has also been increasing its emerging market exposure.
Investors still favour private equity assets for their higher growth, better governance structures, and diversification potential.
With social equality and national security being the main drivers for further regulations, investors are keeping a wary eye on the next possible targets.
The healthcare industry in China is propelled by significant reforms and presents exciting investment opportunities. However, the returns it delivers are volatile. How should investors navigate this market?
Economic developments in Asia present investment opportunities and current high valuations may be "an accident waiting to happen", say investors.
Healthcare and technology start-ups remain hot property, but pandemic-fuelled uncertainty has led to lower valuations in some areas, such as travel-related platforms.
More asset owners are looking to support healthcare private equity funds amid the pandemic. But aspiring funds also face rising competition, increasing asset costs and geopolitical risk.
State wealth funds look set to invest more at home thanks to the pandemic, but their increased allocations to healthcare and tech should prove beneficial, says a new report.