Singapore
Investors are not selling out of US exposure, but redirecting new sources of capital.
1
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2
Japan's MUFG set to launch India-focused fund with $250m corpus: Report
3
Alphabet plans to raise $80b for AI infra including $10b from Berkshire
4
GIC-backed Asia Healthcare eyes IPO in 12-18 months but cautious on market volatility
5
Investors spooked by legal risks in Indonesia, warns Makarim in graft defence plea
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Orient Growth Fund III is targeting a size of $75m.
Rest of Asia
Investors are looking for opportunities insulated from the broader headwinds.
Greater China
With the rise of AI, investor sentiment is shifting back to the largest Asian economies.
“There is a growing structural acceptance of secondaries as a portfolio management and liquidity tool.”
Returns are increasingly being driven by earnings growth rather than financial engineering.
The group has identified three AI areas to invest: AI infra, AI platforms, AI applications.
The firm invests across Asia, focusing on buyouts in Japan and Australia and growth equity in China and India.
In mid-market deals, fund managers have a more direct impact on enhancing value.
India
PMF II has a target size of $1 billion and succeeds NIIF’s $600-million PMF I.
