Singapore
Funding correction has forced investors and founders to rethink growth-at-all-costs strategies.
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Greater China
Panellists mapped out some high-conviction opportunities in China’s evolving PE landscape.
For foreign LPs, a paramount concern towards investing in China is exit.
Rest of Asia
GCC’s fundamentals remain strong despite regional conflict, panellists say.
There is a growing imbalance between the supply of assets and capital available to buy them.
The distinction matters as money flows into digital infrastructure.
Asia remains relevant to global portfolios, but investors are assessing individual markets.
India, Southeast Asia and even China are on the fund’s radar, the fund’s CIO said.
India
“Going to LPs and seeking capital without having DPI is a moot conversation.”
The industry needs a liquidity infrastructure around an illiquid asset.