What more needs to be done for the exit market to mature and for LPs to feel confident that they can get their capital off the ground? Will the question of liquidity always be front of mind for LPs investing in Asia? Is capital market access in Hong Kong now within easier reach, especially in the more innovative sectors?

Are the lines between asset classes becoming blurred and is the Asia market ready for fully integrated and diversified practitioners that bring all corners of the market under one roof? As fund managers increase their capabilities for raising debt and lending what is the impact on the banks?

To what extent are emerging markets and Asia expected to suffer because of rising interest rates in the US? As the Asian markets matures and the economies of Asia improve is this historical trend no longer accurate?

Xi Jinping is now master of all he surveys, but he faces a difficult balancing act: how to rebalance the economy and arrest China’s structural growth downturn, rein in financial risks and avoid a trade war and fuelling inflation. What have we seen in 2018 and what should we expect in 2019 and beyond?

LP-only, too hot to touch session

How can LPs access the numerous opportunities available across this diverse region? How unbalanced is the trade-off between the effort put in and the money deployed? And can you achieve enough diversification through regional funds in this very cyclical market?

This session is only open to pre-registered DFIs, Endowments, Foundations, Insurance Companies, Pension Funds and Sovereign Wealth Funds, subject to validation. To register please contact Chloe Elliott at chloe.elliott@knect365.com.  The Chatham House Rule applies. Closed to press. Strictly limited to 25 attendees. First come, first served. No late admittance.  

Which policies and reform will impact private equity and venture capital in China going forward? How much of an opportunity is presented by the Belt and Road initiative? Are Chinese buyouts here to stay or is this still a small part of the overall market? And how are competition and valuations evolving?

Are Japan, South Korea and Australia delivering returns in the same league as China? What are the winning strategies in these markets and how should they be evaluated by investors that have more experience with China? Are these ecosystems missing any key ingredients and if so what is being done to bridge the gaps?

What does deal flow, competition and return potential look like for the different strategies active in Indian private equity today? How do you approach India from a pan-regional, control and minority perspective?

From deal structuring to operational edge which strategies provide a pathway to consistent returns? Is it a case of focussing on your own strengths and doing what you do best? And is a focus on trade within Asia a key lever in future-proofing your returns?

Too hot to touch session

What will it take for commercial LPs to feel more comfortable with Asia’s frontier markets? How far up the risk scale should you go in the chase for returns – are some markets simply a frontier too far?

The Chatham House Rule applies. Closed to press. Strictly limited to 35 attendees. First come, first served. No late admittance.  

How can impact investors find solutions that have the ability to scale and achieve financial success?

Too hot to touch session

What is the impact of foreign exchange controls on foreign investors and to what extent can any negative impact be mitigated through restructuring? Will reform lead to the market opening up and how can investors commercialise the policy tailwinds? What are the implications of other geopolitical risks across Asia and how much of a factor are such risks when investors are trying to access and benefit from the incredible growth in Asia?

Attendees are encouraged to attend the China session that took place at 14:00 in Stream B; this closed door discussion will be a more in-depth and candid continuation of that panel. The Chatham House Rule applies. Closed to press. Strictly limited to 35 attendees. First come, first served. No late admittance.