APAC Private Equity Outlook

The transcript discusses the challenges faced in the previous year, including macroeconomic slowdowns, geopolitical tensions, and the Ukraine war, which led to a significant decrease in deal value and impacted exits and fundraising. Early signs of recovery are noted, particularly with China's reopening, although fundraising remains challenging globally. The discussion highlights investment trends in recession-proof industries such as healthcare, advanced manufacturing, and renewables, with a focus on sustainability, EVs, and AI as key themes for private equity investors.

What were some of the major challenges faced by the private equity market last year?

• Increase in deal value

• Macroeconomic slowdown and geopolitical tensions

• Boom in the IPO market

• Rise in fundraising activities

Which factor is contributing to early signs of recovery in the private equity market?

• Decrease in global uncertainties

• Increase in banking system stability

• China's reopening

• Reduction in sovereign wealth fund support

What is a bright spot for fundraising in the private equity market despite challenges?

• Retail investors

• Sovereign wealth funds

• Venture capital firms

• Corporate bonds

Which industry has been identified as recession-proof and active in private equity investments?

• Retail

• Healthcare

• Tourism

• Real estate

Which emerging trend continues to attract private equity investors post-pandemic?

• Sustainability and EVs

• Traditional manufacturing

• Brick-and-mortar retail

• Conventional energy