The LP View: Geographies and strategies that will matter in 2025 & beyond

  • Sunil Mishra, Partner, Adams Street Partners
  • Lay Hong LEE, Managing Director, Flexstone Partners
  • Brian Lam, Portfolio Manager, Private Equity Group, J.P. Morgan Asset Management
  • Huai Fong Chew, Regional Lead, East Asia & the Pacific Funds, International Finance Corporation
  • Joji Thomas Philip, Founder & Editor-in-chief, DealStreetAsia (Moderator)

Asia being a non-homogenous market requires asset allocators to tweak their strategies as they approach different territories such as India, Greater China, SE Asia and mature markets like Korea and Japan. For instance, from a macro level, SE Asia boasts of a sizable population and diverse economies, but the lack of a strong exit environment poses a challenge. Apart from geography, LPs are also looking at multiple strategies to stay ahead in the market. LPs are coming to the forefront with direct investments, co-investment strategies, secondaries, and continuation funds, especially in the post-pandemic period. How are LPs approaching the varied landscape in Asia, especially amid the larger global context?