“We can see every risk or dislocation as an opportunity.” Although fundraising, exits, and investment have slowed, this is how Pamela Fung, a managing director and partner on Morgan Stanley's Private Equity Solutions team, sees the current state of private equity investment in Asia.
Perceived risk has increased in the region in recent years amid China’s regulatory reset, tariffs, geopolitical tensions, and now war in the Middle East.
In this episode of Dealcast, Fung joins Justin Niessner, the associate editor of the Asian Venture Capital Journal, to discuss where opportunity lies in the region. From deep innovation happening in areas like Chinese AI and robotics to underpenetrated industries in countries where many national economies show potential for “leapfrog” growth.
This episode explores: why GPs need to be hands-on with Asian investments, how policy initiatives and talent pools in countries like India are encouraging for investors, and how Morgan Stanley’s research aims to demystify the region.
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