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International private equity is coming back to Taiwan. US/China trade tensions have reset global supply chains and capital flows. Taiwan’s advantages are being reassessed by local and international investors—tech manufacturing leadership, world-class R&D talent, and well-run local businesses at realistic valuations. Our panel of senior dealmakers discuss the investment outlook for Taiwan.
Taiwan’s mid-cap companies are at a crossroads. Founders need growth partners to reach the next level in the face of succession issues, organisational transformation, and limited know-how in international expansion. Still, from deal sourcing, to structuring and alignment of interests, execution is never straightforward. Our panel of professionals demonstrate how private equity can succeed in this compelling segment of the Taiwanese market.
Technology is creating new advances and opportunities in global healthcare, whether it is the Internet of things, AI, big data, or blockchain. Taiwan, already a major ICT manufacturing player, with a robust appetite for new tech and top-quality healthcare services, can become a regional leader, and attract investors of all types and stages. Our panel of sector specialists discuss:
Taiwanese venture capital is back in favour. The National Development Council has ramped up initiatives to encourage investment in home-grown innovations, as well as facilitate exits via local IPOs. Even so, VCs need to deliver winning strategies, from seed capital to late stage and exit, to capture this momentum and enable Taiwanese start-ups to commercialise worldwide.
Taiwan has become a leading destination for renewables investments in Asia, with a favourable location for offshore wind farms and supportive government policies. Yet, controversies over recent subsidy cuts and political changes may increase regulatory risk. Global experts debate the issues facing the energy market, the deal horizon for renewables, and how to cut through the hype.
Since Taiwanese regulators raised the alternative investments cap to 3% of AUM, local LPs, led by the insurance companies, have increased alternative assets allocations. Yet, LPs still have to decide where and who to allocate capital to, with the risk of macro uncertainties and a potential downturn. Our panellists explain how their approaches are evolving and what managers must do to win commitments.