Opportunities in China’s Private Equity Market

The transcript discusses the impact of equity refinancing on public listings, valuation trends in public and private markets, and the challenges faced in fundraising. It highlights the improving market sentiments post-Chinese New Year and the potential for portfolio companies to list on the new Shanghai Board. The focus is on investment in core technologies, including EVs, AI, and aerospace, with an emphasis on long-term growth and market consolidation.

How does the wave of equity refinancing influence companies to go public?

What impact did the runup in public market valuations have on private market valuations?

In what ways did the fundraising environment change from 2018 to 2019?

What are the expectations for portfolio companies to list on the new Shanghai Board?

How is private equity in China evolving in terms of competition and regulatory environment?