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Geopolitical tensions and a potential recession sometimes cloud the macro picture. In private markets, massive inflows of capital and large amounts of unused dry powder have helped fuel record valuations. Against this background, GPs need to move carefully, strike opportunistically, and create strong value to continue to generate superior returns. Senior private equity leaders discuss the current state of the market and which strategies will win.How is geopolitics impacting the investment landscape?
South Korea today is a productive deal market for the right kind of private equity investors. Chaebol divestments driven by restructuring, family succession, and business transformation, have all delivered deal opportunities. Nevertheless, as domestic growth plateaus and interest in IPOs slows down, fund managers are facing challenges at exit. Our panellists share their views on the best way to navigate towards solid returns.
The global private credit and debt market has grown tremendously, with AUM nearly tripling in the past decade. Since fundraising peaked last year, appetite has cooled amid concerns over market saturation. However, the asset class remains attractive for LPs because of predictable returns, steady cashflow, and lower risk. Experienced investors offer views on the state of the credit market.
5G is being touted as the next big innovation to revolutionise businesses and change lives. With its faster and more stable network, 5G will support new technological developments and transform business models across all industries. In this session, renowned investors and entrepreneurs discuss the application of 5G and the investment opportunities that come with it.
Investor appetite for venture capital opportunities remains strong globally. More private investors, strategic buyers, and even LPs have been crowding into the space looking for the next billion-dollar idea. South Korea, with its engineering prowess and solid R&D, has attracted venture capital investment to create a number of unicorns. Our panel of international venture capitalists highlight the most promising opportunities in their home markets and predict the future of global innovation.
South Korean corporates are actively acquiring offshore to strengthen core businesses and seek market expansion beyond a stagnant local economy. Aside from the developed markets, they are also targeting Southeast Asian countries, especially Vietnam, with its growing base of young middle-class consumers. Despite the promise, smart strategies are the key to maximising this opportunity. Our panel of professionals discuss:
Savvy LPs are assessing new private markets strategies, such as niche funds, more Asian exposure, secondaries, and co-investments. Meanwhile, a new wave of institutional investors are venturing into alternatives in search of better returns. In this session, our panel of LPs share their objectives and expectations for fund managers.