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.
Tag : healthcare
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.
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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.
The firm's investment head for Asia says it's hard to find pure-play products for robotics and and cyber-security, which are both increasingly popular themes among clients.
Private equity firms in Greater China are exploiting the valuation differentials between China and markets such as the US, as well as between private and public markets.
China and India spend just 3% of GDP on healthcare, as against 16% in the US, but that figure is set to grow far faster than in developed markets, says Andy Acker of Janus Capital.
