Hosen Capital's Zhang on Chinese Consumer Sector

The video discusses the current state of private equity in China, highlighting the high deal activity and investment trends in sectors like healthcare and consumer brands. It explores strategies for deploying funds amidst rich valuations, focusing on digital transformation and industry consolidation. The discussion also covers consumer trends, emphasizing the rise of Chinese brands and digital integration. Finally, it addresses the importance of ESG standards in investment practices, showcasing the commitment to sustainable growth.

What is the current environment for private equity in China?

How has deal activity changed in the second half of last year and this year?

What are the implications of high valuations in the current market?

What structural changes are being considered for investment strategies?

What trends are emerging in the Chinese consumer brand landscape?

How are Chinese businesses engaging in digital transformation?

What is the significance of ESG standards in investment decisions?