March 2019 – The Asian Opportunity
Last year’s global equity market uncertainty, higher interest rates, escalating trade tensions and geopolitical crosscurrents largely masked what may be a particularly attractive time to consider private market investments in Asia.
Volatility among Asian equity markets increased dramatically in 2018, national market indexes dropped steeply and the Chinese economy has been impacted by a trade war with the U.S. In turn, slowing domestic demand and tightening liquidity are impacting China’s ongoing transition from an …