JPMorgan's Chatterji on APAC M&A Outlook

The video discusses the current state of deals in China, highlighting muted volumes due to regulatory scrutiny. It explores the potential for mega deals post-party conference, with optimism for domestic transactions. The impact of currency on M&A is examined, particularly for Japanese clients. Growth sectors like healthcare and industrials are identified, while risks include market confidence and macroeconomic factors. Financial sponsors play a significant role in deal volumes. Active markets include Japan, India, and Australia, with expected deals in tech services and domestic consolidation.

What is the current state of deals and value in China as discussed in the video?

• At the highest level since 2014

• At the lowest level since 2014

• Unchanged since 2014

• Fluctuating unpredictably

What might improve the situation for deals in China after the party conference?

• Expansion of the tech sector

• Clarity on the regulatory landscape

• Increased foreign investment

• Reduction in interest rates

How does the video describe the impact of currency fluctuations on Japanese clients?

• It can be mitigated if assets are strategic and funded in matching currency

• It leads to a complete halt in cross-border acquisitions

• It makes acquisitions more expensive

• It has no impact on their acquisitions

Which sectors are expected to drive growth in China according to the video?

• Retail and tourism

• Finance and agriculture

• Healthcare and industrials

• Property and tech

What is identified as the biggest risk for projections in the Asia-Pacific region?

• Board confidence in the outlook for target businesses

• High inflation rates

• Unstable political climate

• Lack of skilled labor

Which market is noted for its outbound deals due to demographic reasons?

• Japan

• India

• China

• Australia

What has driven the resurgent volumes in Australia's M&A market?

• Increased consumer spending

• Government subsidies

• Domestic capital from infrastructure and pension funds

• Foreign direct investment