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MANAMA: The world’s largest growth markets for technology, healthcare and consumption are ripe for investment in the post-coronavirus era, says a new white paper by Investcorp.
Analysis by the Bahrain-based alternative investment manager shows how the fast adoption of new technologies in 5G, artificial intelligence, next generation healthcare and new consumerism, coupled with effective models of governments and demographic trends, are poised to drive sustainable growth across China and Southeast Asia.
The paper titled, ‘The Rising Opportunities in China and Southeast Asia post Covid-19, is authored by the firm’s China Private Equity head Duncan Zheng and members of its Asia Private Equity team: Helen Chan, Mathew Coleman and Megan Zheng.
“Investcorp is optimistic about market prospects in China and Southeast Asia. China has ample room for sustained long-term growth, and Southeast Asia is a vibrant part of the world, that international investors should be focusing on,” Mr Zheng said.
Bullish
“It is set to benefit from three demographic tailwinds, a growing population, a rising workforce, and a low median age. In the white paper, we outline the key growth drivers and trends in technology, healthcare and consumption, and we remain bullish on investing in these sectors in Asia.”
The White Paper concludes that with China taking on the role of a key counterpart to the US and with Southeast Asia entering a golden age of demographic dividend, adequate portfolio exposure to both regions is key in constructing a balanced asset allocation strategy and achieving risk-adjusted returns.
Since launching its Asia expansion strategy in 2017, Investcorp has committed more than $1 billion of capital towards investments in China and Southeast Asia alongside its clients and partners.
Investcorp invests in companies based in China and Southeast Asia in the consumer, healthcare and technology sectors, that are expected to benefit from Asia’s expanding middle class and the digital transformation of these economies.
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