Opinion

AI investment is becoming overly concentrated, Chinese official says

This concentration of capital creates a crowding-out effect on traditional industries.

While there is investor interest in the sector, the pool of target companies is narrowing.

Women-founded startups show capital efficiency and revenue generation but remain underfunded.

The budget improves the underlying conditions that allow healthcare businesses to be built, scaled, and financed.

The budget stops short of fully backing innovation-led growth.

Startups are demonstrating the power of regional interconnectivity.

The economic and political uncertainty is giving rise to bigger and bigger deals.

AI dominance, governance lessons, and IPO reopenings defined the year.

Private equity’s role is not simply to fund growth, but to help institutionalise businesses.

Institutions such as PIF, ADIA, and QIA are acting as long-term industrial and digital architects.