Private Assets

Miss it, miss out: The opportunity in Asian Private Equity

04/23/2019

Duncan Lamont, CFA

Duncan Lamont, CFA

Head of Research and Analytics

The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterize Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match the region’s combination of scale and growth. Private equity has the keys to unlock this opportunity.

Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity.

This is hinged on three tenets:

  1. 21st century Asian domination
  2. The 4-Ms of Asian consumers: millennial, middle-class, metropolitan, and mobile-enabled
  3. The advantage of tech-enabled disruption

In an environment of subdued global growth and lackluster return expectations across most asset classes, private equity in Asia offers a rare glimmer of opportunity. The phrase “miss it, miss out” has never been more apt.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.